Dashboard: Export application data

Summary

Whether it's for record-keeping or to embed Assess data into the rest of your workflow, there are a number of ways you can export data from the platform. The main method is below, but feel free to get in touch if you have more bespoke data requirements.

PDF export

All applications in Assess can be exported as a PDF for you to store or transfer as necessary. In the Actions menu from the dashboard, simply select the Export PDF option and a file with the name and customer ID of the applicant will be generated. An example is below:

If you have any questions, please contact us via the chatbot (bottom-right of screen 👉) or via a support request or check our FAQs.