Getting Started
Getting Started
Manage Account
All About CreditsSearch & Prompt
The Method
AI Filters
Autopilot
InsightsProfile View
Sharing Searches
Search LibraryShortlist
Shortlist Profiles
Profile Status
Smart ReportEmail Sequences
Email Sequences
Add Profiles
Sequence Tracking
Contact DataExports & Integrations
Exports
IntegrationsBeta Access
Batch EvaluationsOrganization
Projects
Hiding Profiles
Usage Analytics
Data SourcesSupport
Help Center 
Contact SupportSmart Report
Use AI to generate a report from your shortlist. Share with hiring managers or customers.
Create a Report
On the shortlisted profiles tab, click the “Generate Smart Report” button on the top left. You can either select a sub-set of profiles beforehand, or generate the report across your entire shortlist.
Configure your Report
Use different fields to configure your Smart Report to your preferences.
Options include:
- Anonymization: you can remove all candidate names. The platform will instead show “Profile 1”, “Profile 2”, etc. While link icons will still be shown, e.g. Github, the links will be hidden. If Anonymization is not selected, the full profile name will be shown, alongside their profile URLs.
- AI Profile Summary: choose the format you’d like the AI to use in the summary. If you choose the Spotlight option, the AI will also be able to follow your custom instructions (see step #3).
- Spotlight AI Instructions: would you like the AI to highlight specific profile experiences? Add a short command here, which the AI will use in its personalization.
- Report Title: configure a title for your report. This will appear in bold at the top of your report.
- Branding: include your company logo. You can upload all major image file types.
Preview and Edit Smart Report
Next, you have the option to customize your smart report texts. You can edit the AI-generated text based on your preferred wording.
You can use two asterisks (**) on either side of the text to highlight text. For example, **this text will be highlighted** in purple.
Generate your Smart Report
Select “Confirm & Generate” to view the final version of your smart report. You can download it as a PDF, or share it via your preferred channels.
← Previous
Next →