The Employment Supervisor Details Report exports employer supervisor contact records into a spreadsheet. It is useful for reviewing supervisor names, titles, phone numbers, email addresses, notes, and whether each supervisor is marked as the primary contact.
⚙️ How it works
Go to Reporting.
Open the Employment tab.
In the Report dropdown, select Supervisor Details.
Optionally choose a Date Range and Employer Status.
Click Generate to export the report.
✅ Benefits
Export supervisor contact details in a format that is easy to sort and review.
See supervisor relationships by employer in a single worksheet.
Use date range filtering to focus on supervisors tied to employments that started or ended during a selected period.
Include notes and primary-contact context in the export.
⚙️ Filters and export fields
Date Range filters supervisors based on employments whose start date or end date falls within the selected range.
Employer Status filters employers by status before supervisor rows are returned.
This report exports the following fields:
Employer
Name
Email
Title
Office Phone
Mobile Phone
Primary Contact
Notes
💡 Best practices
Use a date range when you want to focus on supervisors connected to recent employment activity.
Review the Employer field alongside supervisor names so similar contacts are easier to interpret.
Use the Primary Contact field when the export will support outreach or relationship management.
Review Notes when context stored on the supervisor contact matters for follow-up.
❓ FAQs
What does the date range filter look at?
It checks whether an employment tied to a supervisor has a start date or end date inside the selected range.
Does this report export one row per employer or one row per supervisor?
It exports one row per supervisor contact for each included employer.
What does Primary Contact show?
It shows whether that supervisor contact is marked as the primary contact record.
Why might a supervisor not appear?
A supervisor may be excluded if the related employer does not match the selected status filter or if no linked employment start or end date falls inside the selected range.
Does this report let me pick columns?
This article now reflects the report as a standard export and lists the fields included in the output.
Related Articles
Employer Details Report
Employment Details Report
Managing Employers