Send clients candidate reports in their own format
Many clients want candidate trackers in their own sheet layout. Skillozia saves each client's format once and uses it every time a report goes to that client.
Save a client's format
- Open a report filtered to the client and choose to save these columns as the client's format.
- Pick the columns, put them in the client's order and rename each heading to the client's wording.
- Choose Excel or CSV, and a file name made from the client name, the report name and the date.
- Tick Use it whenever this report is filtered to this client.
Where the format is used
- Reports filtered to that client download in their format, and PDF exports take the format's file name.
- Scheduled reports emailed to the client use their default format.
- In the client portal, clients download their shortlist report as CSV or Excel in their format.
- Export templates on the client record set the columns for pipeline exports of that client's jobs.
Good to know
A format is built by choosing and renaming columns; Skillozia does not read a sample file. Reports export as Excel, CSV or PDF, not Word.
Plans and prices
Starter: ₹7,500 a month for up to 10 users; each extra user ₹500 a month.
Professional: ₹10,000 a month for up to 15 users; each extra user ₹500 a month.
Enterprise: ₹20,000 a month for up to 30 users; each extra user ₹500 a month.
Prices are in INR and exclude GST, which is added at checkout. Pay monthly, quarterly or yearly.
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