What is a Search Progress Report?
A Search Progress Report lets you create professional, branded PDF reports that show your client exactly where candidates stand in your recruitment pipeline, in just a few clicks.
It turns your candidate pipeline into a polished client-ready report that organizes candidates by recruitment stage:
Shortlisted - Candidates actively engaged and ready to interview
Longlisted - Good-fit candidates not yet actively engaged
Identified - Potential candidates you've found but haven't contacted
Inapplicable - Candidates who didn't work out (with reasons)
Each report includes candidate details, employment history, LinkedIn profiles, and any system or custom fields you choose, all formatted with your agency's branding.
Why agencies use it
Save hours every week
Search Progress Reports eliminates the need to copy and paste candidate details into Word docs or spreadsheets. You can generate comprehensive reports in under 5 minutes.
Look more professional
Branded PDFs with structured layouts make your agency look polished and organized, not scrambled last-minute emails.
Keep clients in the loop
Regular pipeline updates reduce "where are we?" calls and build client confidence in your process.
Win more business
Clients remember agencies that communicate proactively. Professional reporting sets you apart from competitors who only send email updates.
What a report looks like
Here's an example of what your clients will receive:
Quick example: Before vs. After
Before Search Progress Report | After Search Progress Report |
⏱️ 30+ minutes copying candidate info into Word | ✅ 5 minutes to generate complete report |
❌ Inconsistent formatting between reports | ✅ Consistent, professional format every time |
❌ Missing details or outdated information | ✅ Always pulls latest candidate data |
❌ Generic-looking document | ✅ Branded PDF ready to send |
Common questions
Can I customize what fields appear in the report?
The name, image, work history, and LinkedIn profile are fixed. But then you can choose exactly which candidate fields to include for each milestone.
Will this work with my current pipeline stages?
Yes. You map your existing stages (like "Phone Screen", "Client Interview") to the report's milestones (Shortlisted, Longlisted, etc.).
Can I edit the report before sending it to clients?
Absolutely. After generating, you can edit any text and adjust content before downloading the final PDF.
How do I add my company branding?
You can just enable the check box available at the top in the Search Progress Report creation window to add your company branding.
Need help? Contact support at help@recruiterflow.com or use the chat widget found in the bottom right corner of the screen.