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BalanceTRAK > Reports > Filter (Optional)

RETURN TO: TRAK Reports

KEY TOPICS:

  • Filter by Selected Field
  • Group by Selected Field

RELATED TOPIC:

Customize Reporting by Selecting Data Values

Quick Tip: Two sub-tabs under TRAK Reports control reporting options in different ways — While Filter settings (outlined below) narrow and sort all results by field values, Report Settings (linked above) determine what Fields to include as columns for applicable Reports.

Before you output TRAK Reports, read this article to understand how you can select Filter values within Requisition Fields to globally tailor the reporting and hone in on particular areas of interest.

Note: More specific filters by Report Group (e.g., Requisitions, Job Seekers) are available on the Reports sub-tab, using [Group Settings].

Filter by Selected Field

The upper Filter menu allows you to: Filter reports on the selected field.

Choose one of provided options, which will typically include:

  • Requisition Number
  • Location Codelevel(s) (e.g., Department, Division)
  • Hiring Manager
  • Recruiter

Note: Although the option "headers" are common across all client organizations (e.g., Requisition Number), the Field values themselves (e.g., 2018-0314) will be specific to your organization's nomenclature.

The default setting is: Do not filter on a field.

If a field is chosen, the menu will expand to include existing valuesvalues, or data entries, available in the field.Field. Select one or more of the provided values. You can also select All or None.

Group by Selected Field

The lower Filter menu provides options to: Group reports on the selected field. This setting will result in a report that is sorted by values in the Requisition field.

The default setting is: Do not group on a field.

Notes: If a Filter is currently set, you may only Group by a level that is higher than the field currently being filtered on. In addition, "Group Reports by" on the TRAK Reports > [Group Settings] menu will supersede the Filter group setting applied here.

Examples: If a company relies on "Division" as the business unit, filter values may include "Marketing (California)" and "Public Affairs (Washington, DC)". Reporting results will only output for those two Divisions.

Meanwhile, a report, simply grouped by "Division", will display "line-item" results for each named Division in the organization.

Click [Save], which will apply the settings to the next report, viewed or exported via balanceTRAK.

Along with indicating a Filter is in place, a banner on the TRAK Reports page will provide a link to restore the default (unfiltered) parameters.