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Reports > AAP Reports

KEY TOPICS:

  • Determine Report Group and Calculation Settings
  • Select Reports
  • Compile the Affirmative Action Plan

For information on saving Custom Report Groups, refer to: *BALANCEhub System Tools > Report Groups

Select View Format

Under View Reports In, select a format. Reports can be viewed in either HTML or PDF format.

Determine Global Settings

Click the [Global Settings] button in the View Reports In header, to select footer options:

  • Suppress Statistical Footnotes
  • Include Date Footer
  • (Enter) Custom Footer

Determine Report Group and Calculation Settings

(Where available) Click the [Group Settings] icon, located in the Report Group header, to view options available for that group (e.g., Run by Job Group, Insert Page Breaks Between Departments). Other options include displaying or hiding fields associated with the particular report.

Click the [Calculations Settings] icon, located in the Report Group header, to access previously determined statistical settings related to the group. If changes are to be made, please review: Plan Settings > External Availability Calculations

Select Reports

Quick Select Buttons

At the top of the Select Reports list are link buttons to:

  • Select All – Selects all reports, including Narratives
  • Select None – Deselects any selected reports
  • Select Primary and Support – Selects the reports required for an AAP, plus the reports showing supporting documentation and calculations (e.g., Adverse Impact)
  • Select Primary – Selects the required reports for an AAP that will accompany the Minority/Female , IWD, and Veteran narratives
  • Select Support Reports – Limits the selection to those reports showing supporting documentation and calculations

Select One or More Reports

Select an individual report or add a report to a current selection of reports by checking it.

Select a Report Group

Check the box next to a Report Group header to select that group of reports.

Quick Tip: Choose [Save] from the lower toolbar to save current selections so that they will be selected by default on return to Select Reports.

Compile the Affirmative Action Plan

  • From the Quick Select buttons (described above), choose: Select Primary
  • Select the Narratives

Quick Tip: If you used Manage Supporting Documents to upload documentation to include in the AAP, select the Narratives Report Group.

View a Report or a Graph

Click the [View Report] icon next to the desired report to open the report in a new browser window.

(For reports in PDF format) To save or print the report from this window, use the Acrobat tools.

Quick Reminder: Reports can be exported in PDF, Word, Excel, or text format. See: Export Settings.

(Where available) Click the [View Graph] icon next to the desired report.

Export Reports

After making report selections, choose [Export Reports] from the lower toolbar.

Note: If the report or plan will take some time to run, you can run the process in the background, using the provided prompt.

When the system has compiled the export file(s), a green Notification bar will display. Select: click here to download. Save the file(s) to your computer. The selected reports will be formatted, based on selections made in Reports > Export Settings.

Note: Depending on the browser and file type settings, use native tools to open or save the report(s).

Report Settings

Many reports have options, including how they are grouped, fields that are included or excluded, and other selections. The Global Settings link will set options that apply to all reports. Each group of reports has additional options that apply to their group only. Click the Group Settings or Calculation Settings link next to the report group header to access these options.

Custom Groups

You can create your own custom group of reports from the Report Groups page, available from the System Tools menu at the top of the page. This will allow you to create a group of specific reports for easy selection.

Running Reports for All Sub Plans

See the Filter section for instructions on how to set your master plan to run reports for some or all of your sub plans simultaneously.

Cascade Master Plan Report Settings to a Sub plan

Select Yes under Cascade to Sub Plans; then select the target sub plans.

Note: Report settings can be applied by sub plan.