Assessments list — search, export, and manage
Goal: Find assessments, export results, and manage assessments across your portfolio.
Who can do this: Company administrators, Platform admins, Directory admins, and company staff members whose administrator has enabled access. Staff viewer can see the list but cannot export.
Before you start
- If Assessments is missing from your sidebar, your role doesn't have access. Check Capabilities matrix.
- The Export button only appears if you have the View results & analytics permission. If you need this and it's missing, ask your company administrator.
Open the Assessments list
- Click Assessments in the sidebar.
- Wait for the list and any tabs to finish loading.
Search and filter
- Type in the search bar — there is a short delay before results update, so pause briefly after typing.
- Open the Filters panel to narrow by portfolio company, role, job family, level, or other criteria available for your role.
- Use pagination controls at the bottom when the list is long.
Create or upload a new assessment
From this page you may see these entry points depending on your role:
- Create assessment → AI wizard — see Create assessment — AI wizard
- Upload assessment → bulk CSV import — see Upload assessment (CSV)
- Create from job description — see Create assessment from job description
- Assessment requests — see Assessment requests queue
Exact button labels vary — match what you see in the live UI.
Export results
- Click Export (or the download button) on the assessments list.
- The export dialog opens. If you are exporting All assessments, you will be prompted to optionally select specific assessments from a picker — leave it empty to export everything in scope, or choose a subset.
- Choose your format (CSV or XLSX) and confirm.
- The file is generated and sent to your email — large exports may take a minute or two.
- If the export button is missing, permissions are blocking it — do not promise the customer a CSV until you've confirmed the button is visible for your account.
The exported file includes one row per candidate attempt and contains:
| Column | Notes |
|---|---|
| Assessment Name / ID | — |
| Candidate Name / Email | — |
| Assessment Date, Started At, Ended At | — |
| Time Taken (Minutes) | — |
| Total Score (%) | Score for that specific attempt |
| Avg Score (%) | Candidate's average across all their attempts on that assessment |
| Pass / Fail | — |
| Tab Switch Count | — |
Duplicate or deploy to other companies (portfolio)
Portfolio operators (Platform, Directory, MCA) can duplicate an assessment to other companies:
- Open the row actions menu for the assessment you want to duplicate.
- Select Deploy or Duplicate (wording depends on the release).
- Choose the target company or companies from the dropdown.
- Confirm and wait for the success message.
- Refresh the list if the new rows don't appear immediately.
:::caution Test in staging
Portfolio duplication behaves differently depending on your combination of MCA, Platform, or Directory roles. Validate the behaviour in your staging environment before doing this on a customer call.
:::
Open a single assessment
Click a row title or View action to open the assessment detail at /assessments/[assessment-id]. From there you can edit questions, preview, manage settings, and deploy to Match.
What happens next
- To review candidate scores: Review assessment results
- To deploy to Match platform: Deploy an assessment to Match
- To preview before sharing: Preview an assessment