Exporting Data

Open Analytics → Reports in the sidebar when you want a spreadsheet or PDF of a report. Careersome lets you export reports and certain module data for offline analysis, sharing, and record-keeping.

Formats The standard report export supports:

• CSV: for spreadsheet analysis (Excel, Google Sheets). This is the default format.
• PDF: for sharing and archiving

An export dialog lets you pick the format; some screens only offer CSV, so the available choices depend on where you are exporting from.

Exporting a report

1. Open the report and apply the filters you want (date range, department, etc.)
2. Open the export action
3. Choose CSV or PDF
4. The file downloads to your device

Because the export reflects your current filters, set them first so the output matches what you see on screen.

Other exports in the product Several modules provide their own dedicated exports beyond the general report export, for example:

• Compensation: cycle exports (generated on the server; you request the export, then download it when ready)
• Performance: exporting cycle participants. PIP Analytics export currently shows a "coming soon" message rather than producing a file, that path isn't available yet
• Payroll: exporting a payroll run
• Stories: exporting a Story to PDF
• Organization chart: exporting the chart as a PNG image

Good practice

• Filter before exporting to keep files relevant
• Use CSV for further analysis and PDF for presentations or records
• Export on a regular cadence if you need a historical trail

<!-- VERIFY: the prior article implied every analytics page has a universal Export button producing both CSV and PDF. In code, export is offered per report/module (recruitment reports export CSV/PDF; other modules have their own export flows and formats such as compensation CSV, story PDF, org-chart PNG). Wording adjusted to reflect that. -->