Excel Report: Stage Changes

Overview

The Stage Changes Excel Report provides a chronological record of candidate movement throughout your hiring process. Use this report to review every stage change, identify who moved candidates between stages, and analyze candidate progression over time.

Generate the Report

To generate a Stage Changes Excel Report:

  1. Click the Reports icon in the left navigation menu.

  2. At the bottom of the Reports dashboard, select Excel Reports.

  3. Choose the date range for the report.
    • Select one of the predefined date ranges, or

    • Select Custom to specify your own date range.

  4. Select Stage Changes Report.

  5. Click Generate Report.

The report will be emailed to the email address associated with your Trakstar Hire account.

Note: Reports are typically delivered within 10 minutes. If you don't receive the email, check your Spam or Promotions folder. If it's still missing, contact hire@trakstar.com for assistance.

Data Included in the Stage Changes Report

The report includes the following fields.

Field Description
Candidate Name The candidate's name.
Candidate Email The candidate's email address.
Candidate Phone The candidate's phone number.
Opening ID The internal, system-generated identifier for the job opening.
Opening Public ID The public, system-generated identifier for the job opening.
Opening Name The job opening the candidate applied to or is assigned to.
Stage The hiring stage the candidate was in when the stage change occurred.
Decision Status The candidate's current decision status. See the values below.
Decision Reason The configured reason associated with the candidate's decision status.
Decision Description Additional free-text details entered when the candidate was decisioned.
Person Who Changed the Stage The user who moved the candidate to the stage.
Date of Change The date the stage change occurred.
Time of Change The time the stage change occurred.
Stage Coordinator The coordinator assigned to the stage.

Decision Status Values

Status Description
In Process The candidate is still active in the hiring process.
Rejected The candidate has been rejected.
Hired The candidate has been marked as hired.
Withdrawn The candidate withdrew their application.
Declined Offer The candidate declined the job offer.
On Hold The candidate has been placed on hold.
Archived The candidate has been archived.

View a Candidate's Stage History

To view a candidate's progression through your hiring process:

  1. Open the downloaded Excel report.
  2. Use Excel's Sort feature to sort the spreadsheet by Candidate Name.

  3. Review the grouped records for each candidate to see every stage change in chronological order.

This makes it easy to trace a candidate's journey through your hiring workflow.

Frequently Asked Questions

  • Can I customize which columns are included in the report?

No. The report always includes all available fields. If there are columns you don't need, you can remove them after downloading the Excel file.

  • Can I generate the report for only specific openings or candidates?

The report includes all openings within the selected date range. After downloading the report, you can sort or filter the spreadsheet to focus on the openings or candidates you need.

  • Can I sort or filter the Excel file?

Yes. Once downloaded, you can use Microsoft Excel's built-in sorting and filtering features to organize the data.

  • Can I download the report in another format?

Reports are generated as Excel files. If needed, you can upload the file into Google Sheets or another spreadsheet application.

  • Can reports be emailed to non-users?

No. Reports are sent to the email address of the user who generated the report. You can forward the report after receiving it if it needs to be shared externally.

  • What should I do if I don't receive my report?

First, check your Spam or Promotions folder. If the report still hasn't arrived after approximately 10 minutes, contact hire@trakstar.com for assistance.

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