📘Generate an Excel Report (Long List)

📖 What is a Long List?

A Long List is an Excel report that contains all candidates who have entered the evaluation process for a specific Job, i.e., all candidates present in the position (JOB) pipeline. It is the report to share with the client to show the progress of the search and highlight the work performed.

🎯 Objective

Generate and export a complete Excel report of all candidates in the pipeline, format it correctly, and prepare it for sending to the client.

This functionality is useful because:

✅ Professional reporting - Structured document for the client

✅ Complete overview - All pipeline candidates in a single file

✅ Customizable - Ability to remove unnecessary columns

✅ Quick sharing - Excel file ready for sending

📋 PART 1: Excel Report Generation

1. Search for the Job

From the search bar, search for the Job for which you want to create the Long List
Select the desired Job from the results

Once on the Job page
In the top right, locate the button with three dots (⋮)
The button is located right below the button with the user's name
Click on the three dots to open the dropdown menu

3. Start the export

From the dropdown menu, select "Export"
A message appears indicating: "Long List generation is in progress"

4. Download the file

Wait for processing to complete
A green message appears indicating: "The export is ready"
Click on the link shown in the message
The Excel file is downloaded to the computer

🔧 PART 2: Formatting Issues Resolution

Common problem

If the Excel file, once opened with Microsoft Excel, is not correctly recognized (the columns all appear in a single column), follow these steps:

Solution: Text to Columns

5. Select the first column

Position the cursor on letter "A" (header of the first column)
Click to select the entire column A

6. Open the Text to Columns tool

In Excel's toolbar, select the "Data" tab
Click on "Text to Columns"

7. Follow the guided process

Select "Delimited" and Click on "Next"
These files are generated delimited by a comma
Therefore select "Comma" as the delimiter and Click on "Next"
In the next screen, click on "Finish"
The Excel file is formatted correctly, columns are now separated and readable

📋 PART 3: Customization and Sending

8. Remove unnecessary columns

Review all columns present in the file
Delete columns that are not necessary for the client
Keep only information relevant for the presentation
Examples of columns to remove: phone number, email.

9. Prepare for sending

Verify that all information is correct
Save the file with an appropriate name
Example: "LongList_JobName_Date.xlsx"
The Excel file is now ready to be shared

💡 Typical Long List Columns

The Excel report generally includes:

📝 Candidate's first and last name
💼 Current position
🏢 Current company
🎓 Education degree
📍 Location
📊 Pipeline stage