Quickly export data from TalentDesk as it relates to your contractor database, projects and tasks, spending, budgets, legal documents, and more.
Organization Owners, Financial Controllers, and Managers with permission can locate this section in the sidebar navigation menu of their account.
In the Reports section, identify the report you would like generate (i.e. Budget spent per projects).
To view the report format and data included click on, "view report details".
If applicable, select the date range of the report (a date range is not be available for all reports) and select, 'Apply'.
When you are ready to generate the report click, 'Download', and a CSV file will download to your desktop where you can save the file for your records and edit it as needed.
Please reach out to your TalentDesk Customer Success Manager if you have any questions about the Reports available in your account or would like to discuss the possibility of a custom report for your organization.