Exporting Candidates

Updated 3 weeks ago by Gina Romero

Learn how to export your candidate data for reporting, sharing, or backup.

Note: Only users with permissions to export can export candidate data.

Go to the Candidates page
- Navigate from the left-hand menu.
Apply filters (optional)
- Use filters to narrow down your candidate list by attributes, tags, or segments.
Select visible columns (optional)
- Only the columns currently displayed will be exported.
- For example, if the Email column is hidden, email data will not be included in the export.
Select candidates
- Check the box next to individual names, or
- Use the checkbox "Name" at the top-left to select all visible candidates.
Click “Export CSV” in the top-right corner.
Confirm your export
- Review the confirmation modal and click Export CSV again.
Download your file
- You’ll receive an email with a download link.
- Click Download CSV file from the email.

Note: Download links expire after 14 days. If it doesn’t start automatically, disable your ad blocker or copy the link into a new browser tab.

Open your study
- Go to the study that contains the participants you want to export.
Navigate to the Participants tab
- Select the relevant sub-tab (e.g., Shortlisted, Invited, Completed).
Filter and customize columns (optional)
- Apply filters to narrow your list.
- Only visible columns will be included in your export.
Select participants
- Check the box next to specific names, or
- Use the checkbox "Name" at the top-left to select all visible candidates.
Click “Export CSV” in the top-right corner.
- The file will download directly to your device.

If your export doesn’t complete or the file doesn’t download, check the following:

Issue	What's Happening	How to Fix It
Export file didn’t download	Browser popup or ad blocker is preventing the download.	Disable popups or ad blockers temporarily and try again.
Didn’t receive the export email	The confirmation email may be delayed or filtered.	Check your spam or junk folder. If not received, repeat the export.
Download link expired	Links automatically expire after 14 days.	Re-export the data to generate a new link.
Missing data in exported file	Hidden columns weren’t included in the export.	Re-export after ensuring all relevant columns are visible.
Export option grayed out	You don’t have admin permissions.	Contact your account admin to request export access.