Reporting and dashboards

Quick answer: Pipeline velocity, source attribution, recruiter performance.

Dashboards

Pre-built dashboards + custom queries with CSV export.

Step-by-step checklist

• Confirm you are in the correct CosmoQuick surface: Candidate Dashboard, Recruiter Dashboard, ATS, Tools, or Settings
• Search the command palette for the feature name before browsing menus manually
• Open the relevant object (job post, candidate, application, invoice, or workspace) and check its status
• Make one change at a time, save, refresh, and verify the expected result
• If the issue still appears, capture the page URL, screenshot, browser, account email, and last action before contacting support

Practical example

A common real-world case: a user signs up as a candidate, then realizes they need recruiter features such as posting jobs, Resume Rank, MIRA, or candidate pipelines. First check Settings → Account for account type or dual-mode controls. If switching is not available for your plan or workspace, export any candidate data you need, then either contact support to convert the account safely or create a fresh recruiter account with the correct work email.

Screenshot placeholder

[Screenshot placeholder: show the exact CosmoQuick screen, highlighted button, empty/error state, and the expected success state. Keep sensitive candidate, salary, invoice, and contact information blurred before sharing.]

Troubleshooting guidance

• If a button is missing, check your account type, plan, workspace role, and whether the page is available only on recruiter or candidate mode
• If data looks stale, refresh the page, clear filters, and check whether you are viewing the right workspace or role
• If search returns nothing, try broader terms, remove hard filters, and search by skill, role, company, email, or candidate name
• If a payment, activation, import, or integration fails, retry once and then send the error text plus screenshot to support
• For urgent hiring blockers, use WhatsApp support from the Help Center

Pro tips

• Use one workspace per client — billing, branding, and audit logs stay clean.
• Build a 'starter kit' folder of templates (JDs, sequences, scorecards) you can fork into every new workspace.
• Set up cross-workspace shared candidates with explicit consent — it's the cleanest legal posture.

Common pitfalls

• Mixing internal and client data in one workspace — disentangling later is painful.
• Forgetting to revoke off-boarded teammates from individual workspaces. Use SSO + SCIM if possible.

Frequently asked

Is there a partner program?

Yes. cosmoquick.com/agencies — revenue share, co-marketing, dedicated CSM, and early-access betas.

Can clients log in to view shortlists?

Yes. Invite as 'Client (read-only)'; they see candidate cards and can leave feedback without consuming a seat.

Do you white-label the candidate experience?

Yes — custom domain, logo, color palette, and email sender address for Team and Enterprise plans.

Key takeaways

• Most CosmoQuick issues come from account type, workspace context, plan limits, filters, or incomplete setup
• Recruiter tools and candidate tools intentionally live in different dashboards to protect privacy and reduce confusion
• The fastest fix is usually: verify mode → clear filters → inspect status → search docs → escalate with context
• Keep this article open while performing the steps so you can compare the expected and actual state

Next steps

• Browse all categories for related guides
• Open the Help Center home to keep exploring
• Still stuck? Contact our team — average reply under 4 hours on weekdays