TRAK Reports

BEGIN HERE: Before outputting TRAK Reports, learn about settings on related tabs —

KEY TOPICS:

  • View a Report
  • Determine Settings for TRAK Reports
    • Choices for Organizing and Outputting Files
    • (Optional) Global Settings
    • (Optional) Report Group Settings
      • Complete List of Available Report Group Settings
    • User Access Report Group Settings (Administrators only)
  • Select Reports for Export
  • Clear a Current Filter


Select Reports to View, Print, or Export

BalanceTRAK presents Reports that have been configured with default settings to provide useful output from the software on Requisition and Job Seeker statistics. On entry to Reports from the side navigation menu, TRAK Reports will be organized into convenient Report Groups (e.g., EEO) for viewing, exporting, and printing — based on your system permissions.

Help Cross-reference: For a full list of available Reports, see: BalanceTRAK Training Guide.

In addition to the Filter / Report Settings, available in the tab header and discussed in the articles linked above — the Reports list offers further options for organizing the output files and customizing the Reports.

View a Report

If you want to simply view a single report, based on default settings, scroll down through the Reports list to find the line item. Then, click the View Report icon, located to the right of the desired report. The selected report will open in a new window, which also allows the report to be saved to another location or printed.

Determine Settings for TRAK Reports

Prior to choosing one or more Reports for export, stop at the top of the page and choose options for the output.

Choices for Organizing and Outputting Files

Select one of the following:

  • A Single File
  • Separate Files

Then, choose the File Type:

  • Excel
  • Excel-Data Only
  • PDF
  • Rich Text
  • Word

Click [Save] to apply the above settings.

(Optional) Global Settings

Click the [Global Settings] button in the Report Group header to include a date or a custom footer in all generated Reports.

(Optional) Report Group Settings

Click the Group Settings icon to change the settings and filters for a particular Report Group, as detailed in the following table:

Complete List of Available Report Group Settings

Report Group Filter on: Group Reports by:
Executive Summaries Date Range Yes
Referral Source Application Date
Show Referal Source by (URL, Question)
No
Requisitions Post Start Date
Post End Date
Employee Acceptance Date
Employee Start Date
Requisition Detail (Requisition Statuses)
No
Job Seekers Application Date
Requisition Status
Requisition Fields (as listed for Requisitions, above)
Job Seekers by Requisition
Referral Source Field (Questions, URL, Tracking Code)
Yes
Applicant Status
EEO Application Date
Applicant Status
Job Seeker Zip Code Analysis
  • (2000 Census Data, 2006-2010 ACS Tabulation Data)
Yes
Applicant Summary (Applicant Status, Job Group)
Job Seeker Zip Code Analysis (Zip Code, County, State, MSA)
EEO Counts (Requisition Number, Job Code)
History Activity Data
User History (Email Address, Activity Type)
Search History (Email Address, Search Type)
No

User Access Report Group Settings (Administrators only)

By clicking the Group Settings icon for User Access, reports can be run as follows:

  • User Access Log ( Run by User or [Location] Code)
  • User Permissions ( Show Inactive Users)
  • User Profile Log (Email Address)
  • User Profile Log (Data Profile and Function Profile)

Select Reports for Export

The following methods are available to check off the TRAK Reports you want to export:

  • Click the All link, located just below the Reports list header
  • Check the box in the Report Group header (selects all reports in the group)
  • Check the box adjacent to the Report Name
  • Deselect any selections by clicking the None link at the top of the page

Once one or more selections are made, click the [Export] button, which is located below the Reports list. The selected Report(s) will be exported, using the file options selected at the top of the page. You will be prompted to open or save the file(s), once exported.

Note: Depending on the browser or security settings, you may not be able to proceed with downloading the file. If this occurs, adjust the browser settings, or use a link that will appear on the page.

Clear a Current Filter

If a Filter has been set (via Reports > Filter tab), the TRAK Reports screen will display an upper banner. Use the [View Filter] button to review the settings; or click the [Clear Filter] button to restore the default settings.