Candidate Status Reports

Turn weeks of recruiting activity into a single report for clients

Turn your job pipeline into a polished Candidate Status Report (no manual docs required!). Add quick notes, share with clients, and make it easy to see what’s moving, what’s next, and where decisions are needed.

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Customizable recruitment progress reports

Simple updates for busy hiring managers & decision makers

See and communicate pipeline health in real-time

See momentum, stalled stages, and gaps early so you can course-correct fast.

Then easily download your pipeline as a sharable report so clients or hiring managers can see who’s in play, where candidates stand, and how the search is progressing—all at a glance.

Easily see where candidates are in your Loxo pipeline

Say goodbye to inbox purgatory

Clear status updates and next steps make it easy for clients and hiring managers to give timely feedback and keep the hiring process moving. One clear update replaces dozens of “just checking in” messages and status meetings.

Prove your value with built-in proof of ROI

Show the work behind every hire and clearly justify fees, retainers, and renewals.

Get hours of time back by reducing manual effort

Sharing progress updates with clients or hiring managers used to be a highly manual process—one that could take hours out of a recruiter's day. Now you can easily turn your live job pipeline into a polished report in one click—no docs or spreadsheets required.

“It’s not just about tracking candidates — it’s about showing clients the value of what we do. This report has helped me win retainers, align expectations, and deliver results that make clients want to work with us again and again.”

– Thom Alascio, Founder at Palermo Rhodes

Your recruitment home base

One platform that serves as the foundation for everything you do

Configurable pipeline views

Generate a Candidate Status Report directly from the job pipeline and choose exactly which candidate fields and stages appear. Clients get visibility into real recruiting activity, not a generic status update.

Client-ready reports

Customize the report cover page and layout to match your brand or the client’s expectations. Deliver a polished, executive-friendly document without rebuilding slides or docs.

Inline context & notes

Add recruiter notes and highlights directly to candidates inside the report. Context travels with the data, so progress, risks, and delays are understood immediately.

Expandable report structure

Start with an out-of-the-box report and add additional pages as needed—pipeline summaries, notes, or role-specific context. One flexible document replaces multiple updates.

Bottleneck & stage visibility

See candidate distribution by stage to quickly spot stalled movement or gaps in the pipeline. Surface issues early and focus effort where it matters most.

Exportable ROI evidence

Download and share the report as a single, structured file that documents effort, momentum, and outcomes. It creates a clear record of value to support fees, retainers, and renewals.

“When I first saw the Candidate Status Report, I realized this wasn’t just another feature — it was a game-changer. It let me show clients exactly what we were doing in a way that was clean, professional, and impossible to ignore.”

– Thom Alascio, Founder at Palermo Rhodes

Questions about Candidate Status Reports?

You've come to the right place.

What is a Candidate Status Report?

A Candidate Status Report is a shareable PDF summary of where each candidate stands in the hiring process for a specific job. It shows progress, next steps, and key details in one clear update.

Are CSRs automatically generated for every single one of my jobs?

Yes. Every single one of your jobs will automatically have a CSR that you can easily access, edit and share with clients. You can choose which candidate fields are shown, customize the cover page, and add additional pages to fit the client or role.

How often should I send a Candidate Status Report?

Most teams share them weekly or bi-weekly, or whenever there’s meaningful progress. The goal is to keep clients informed without unnecessary meetings or emails.

How does a Candidate Status Report differ from a client portal and when should I use it?

Client portals require logins and ongoing usage, which many executives avoid. Candidate Status Reports are downloadable, easy to read, and designed to be shared—so clients get updates without learning a new tool.

Who are Candidate Status Reports best for?

They’re ideal for external clients, executives, hiring managers, and private equity partners—anyone who wants quick visibility without logging into a system.

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Ready to shape the future?

Your job is placing the best talent in the roles that will define their careers, their lives, and our future. Our job is making it easier for you to do it.

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