Workstream gives you two ways to share reports:
Export Now – Downloads the file instantly to your computer.
Schedule Export – Automates delivery to your inbox (or your team’s) on a recurring basis.
Download a Hiring report now
Instantly download any Hiring report from the Reports page. Open the file in Excel or Google Sheets to view, analyze, or share with your team.
In Team View, go to Reporting.
Go to Reports, then Hiring tab.
In the All Reports tab, select the report you want to download.
In the top-right corner, select Export, then Export Now.
Choose a file type, then Export Now.
Your file will download directly to your computer. A confirmation will appear in your browser once it’s ready.
Schedule a Hiring report delivery
You can schedule any saved Hiring report to be delivered straight to your inbox.
In Team View, go to Reporting.
Go to Reports, then Hiring tab.
In the All Reports tab, select the report you want to schedule.
In the top-right corner, select Export, then 🕓 Schedule Export.
Fill out the scheduling form:
Recipients: Enter one or more email addresses. (At least one is required.)
Email subject & body: Customize the message included in the delivery email.
Export type: Choose the file format
CSV (.csv)
Excel (.xlsx) (recommended for tables)
PDF (.pdf)
PNG image (.png)
Frequency & time: Decide how often to send (daily, weekly, etc.) and the exact delivery time.
Timezone: Confirm the correct timezone to make sure the report arrives when you expect.
(Optional) Select Send test to preview the email before sending it to your team.
Select Schedule email to finish.