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The page will include an "Export to Excel" button if the logged-in user's role has been granted data export capability. If a user holds multiple roles, access to the data export functionality in Invitation Insight remains available as long as at least one of the following roles possesses such capabilities: System Administrator, HR Specialist, or Recruiter for the Smart Onboarding product; System Administrator or I-9 Specialist for the Smart I-9 product.
By clicking "Export to excel" button, user can download the data as an Excel file to the local computer.
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A sample downloaded Excel file is given below:
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To view invitation details of any specific invitation, click on its corresponding Invitation ID link.
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This will display the summary page for the corresponding invitation. Again, click on the Invitation ID link on the summary page to view its invitation details.
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Information on the invitation can be changed if the invitation status allows. Hovering and clicking are available on any of the segments of any of the graphs.
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