PDF Client Reports
Generate a client-ready PDF directly from a shortlist — executive summary, candidate comparison, risks to verify, and interview questions, formatted to send as-is. No copying results into a separate document.
Generated on demand, not maintained by hand
A report built by hand is a snapshot: accurate the day it was written, and stale the moment a candidate’s status changes or a new one joins the shortlist. Because the PDF is generated directly from the live shortlist rather than assembled once and stored, reopening it after an update produces a report that reflects the shortlist as it stands today, not as it stood when someone last had time to update the document.
What’s inside the PDF
Four sections, in the order a client actually reads them: an executive summary and recommendation up top, a candidate comparison matrix beneath it, a risks-to-verify list per candidate before advancing anyone, and interview questions targeted at each candidate’s specific results. Nothing in the PDF is a raw data export — every section is written in the same plain language a recruiter would use describing the shortlist out loud.
- Generated on demand from the current shortlist, always up to date
- Executive summary written in plain language, not a raw data export
- Ready to attach directly to a client email
See a sample client report or the white-label reports feature.
Frequently asked questions
Does the PDF update automatically as the shortlist changes?
Yes — regenerating the PDF pulls from the live shortlist, so a status change or a newly added candidate shows up the next time you generate it, without editing a stored document by hand.
Can I control which sections appear?
The four core sections (summary, comparison, risks, interview questions) are the default structure; see the client-ready report template for the full section breakdown if you want to know exactly what’s included before generating one.
Is this the same as the client-ready report template?
The template describes the structure; this page covers the PDF itself — the generated output your agency actually sends, built from that structure and the current shortlist data.
Can I white-label the PDF with my agency’s branding?
Yes, on plans that include white-label branding — see the white-label reports feature for what’s covered.