Custom Exports allow you to pull applicant data points from any position and stage into a spreadsheet format (CSV). You can customize what data you export for a wide variety of uses, like:
'T-Shirt Size', 'Name' and 'Location' for worker uniforms
'Name', 'Phone Number' and 'Email' for workforce scheduling systems
'Name' and 'Address' for W-9 paperwork
Add, Edit, and Delete a Custom Export
To create a Custom Export, follow the steps below:
Click Analytics in the top bar of any Fountain page then click Exports in the left sidebar.
The Custom Exports page will open by default.
To create a new Custom Export, click New export on the right.
Type a Title then click Add Source. Select the Openings and stages you want to pull data from. You can select multiple Openings and stages.
Select which Fields to Export in the Fields to Export dropdown.
Click Save.
You will return to the Custom Exports Page. Click Download to the right of the Custom Export you just created. If you want to edit or delete the Custom Export, click Manage on the right and click edit or delete.
You will receive an email with a link to the export at the email address associated with your account. Please note that the download link in the email will expire after one week.
Important Note: Prevent Excel from Incorrectly Altering your Data
When performing CSV exports in the product, Excel, Google Sheets, or other software programs may automatically convert the data provided to dates and/or numbers. This can potentially cause numbers that begin with 0 to be updated. For example, if a routing number is listed as 000234123, Excel may translate that number as 234123.
If there are values in your CSV that fit this criteria and may not be translated correctly, visit this resource for steps on preventing Excel from automatically altering your data.