Mentor Candidate Report
MS

MassChallenge Support

Created Feb 07, 2024

Mentor Candidate Report

11
    s

Staff

18 Steps

This is an easy way to take a look at users that would be appropriate mentor candidates for a future program. Candidates fall into three groups: past mentors, interested mentors, and adjacent mentors. Adjacent means that they were a mentor for a program other than your program.

1

From staff dashboard - click on People

From staff dashboard - click on People
2

Scroll down to the Find Experts/Mentors/Judges section.

Scroll down to the Find Experts/Mentors/Judges section.
3

If you prefer a video walkthrough, click on How-to Video next to Mentor Candidate Report. It shows you the exact same tips as this article, but in a video format.

If you prefer a video walkthrough, click on How-to Video next to Mentor Candidate Report. It shows you the exact same tips as this article, but in a video format.
4

Click on Mentor Candidate Report

Click on Mentor Candidate Report
5

From here you can view the full data.

From here you can view the full data.
6

You can click on specific sections to highlight them, such as Hubspot delivery status. You may want to make sure their status is OK before emailing them. You can also scroll horizontally and vertically to view all the data.

You can click on specific sections to highlight them, such as Hubspot delivery status. You may want to make sure their status is OK before emailing them. You can also scroll horizontally and vertically to view all the data.
7

Click on Expand to see a bigger view of the candidate report.

Click on Expand to see a bigger view of the candidate report.
8

Here is the expanded view.

Here is the expanded view.
9

You can click on filters to find what you're looking for.

You can click on filters to find what you're looking for.
10

Click on Add Filter

Click on Add Filter
11

For example, click on PastProgramFamilyName. This is a popular one which will show you all the mentors that participated in a given past program or program family.

For example, click on PastProgramFamilyName. This is a popular one which will show you all the mentors that participated in a given past program or program family.
12

For this example, we'll type "Mexico"

For this example, we'll type "Mexico"
13

Check the box next to Mexico

Check the box next to Mexico
14

Click on Apply

Click on Apply
15

This example will give you all the mentors that participated in the Mexico program family [aka every Mexico program].

This example will give you all the mentors that participated in the Mexico program family [aka every Mexico program].
16

Click on the dots and then Export at any time if you'd like to download a CSV, spreadsheet etc of the data

Click on the dots and then Export at any time if you'd like to download a CSV, spreadsheet etc of the data
17

When you're done, click on the red X to close out

When you're done, click on the red X to close out
18

For more tips on how to use this report, read the box highlighted in red. There are some especially good tips at the bottom about To Combine Your Lists and how to remove duplicates from your list.

For more tips on how to use this report, read the box highlighted in red. There are some especially good tips at the bottom about To Combine Your Lists and how to remove duplicates from your list.
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