You can use the Candidates page of the Checkr Dashboard to organize and manage candidate reports.
To show search filters, select "Advanced filters." You can use keywords to search for candidates by metadata you added using the Checkr API. You can search using both the key and the value. For more information, refer to the Checkr API documentation.
To show only archived reports or invitations, select the Archived filter.
You can use tags to easily search for reports in the Checkr Dashboard. After you add tags to a report, a Tag filter appears on the Candidates page.
Archive a report or invitation
Archive a report
Administrators and requesters can archive reports to remove them from the Active filter on the Candidates page. Archiving a report disables the report actions.
Archiving a report doesn't delete or remove the report from your account.
To archive a report, select "Archive report" and confirm. To unarchive a report, select "Unarchive report."
Report status changes automatically unarchive reports so that they return to the Active filter on the Candidates page.
Play the Checkr Academy video below to learn how to archive candidate reports in the Checkr Dashboard.
Archive an invitation
Administrators and requesters can archive invitations to remove them from the Active filter on the Candidates page.
Archiving an invitation doesn't delete or remove the invitation from your account.
To archive an invitation, select "Archive invitation" and confirm. To unarchive an invitation, select "Unarchive invitation."
Download a CSV
To download a CSV file of reports or invitation statuses, select Download CSV. When the report completes, Checkr sends a link to the CSV file to the email address on your account.
Download a PDF
Select Download PDF, and select a file from the menu:
- The report order summary includes the information below:
- Candidate-entered PII
- Custom report settings
- Packages and searches associated with the order but not the records
- Search status
- The report PDF is the completed report.
Print a report
- Open the background check you’d like to print.
- From the toolbar of your web browser, select File > Print.
To open a list with report actions and when they happened, select "Show report log." The log starts at the report order and ends at engaging the candidate or using the adverse action process. Checkr retains reports in accordance with applicable laws and agreements between Checkr and its customers and affiliates. For example, for FCRA purposes Checkr retains reports for at least five years.