Firstly, you will need to navigate to the ‘Reports’ tab located on the top right-hand side of the main navigation panel as displayed below:

Once you select the ‘Reports’ tab the following screen will appear:

On this screen, you will select the tab titled ‘Locum’. Once selected the below screen will display:

On this screen, you will see the heading ‘Direct Users Report’ & the option to ‘View’. Click here to display the following screen:

Here, you’ll have the ability to manipulate the data by ‘Source’. From the available drop-down menu, you’ll have the option to choose from ‘All Sources’, ‘Direct’ & ‘Agency’.

Once filtered you’ll be able to view the ‘Name’, ‘Email’, ‘Phone’, ‘Source’ & ‘Job Type’ of your respective locums. You’ll also note the ‘Bulk Actions’ drop-down, select this to reveal the option to ‘Export to CSV’.

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