BalanceTRAK > Reports

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


  • View a Report
  • Determine TRAK Report Settings
    • 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 compiles key information from Requisition and Job Seeker data into customizable Reports that can meet you and your organization's needs to communicate results, evaluate program activities, and log system activities.

These TRAK Reports are organized into convenient Report Groups (e.g., EEO) for viewing, exporting, and printing — based on your system permissions.

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

As described in the linked articles above, two adjacent tabs offer options to Filter results and determine certain Report Settings. The Reports tab itself offers further options for customizing the Reports by Report Group, inserting a footer (Global Settings), and organizing the output files.

View a Report

If you want to simply view a single report, scroll down through the Report 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 TRAK Report Settings

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 described 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)
Requisitions Post Start Date
Post End Date
Employee Acceptance Date
Employee Start Date
Requisition Detail (Requisition Statuses)
Job Seekers Application Date
Requisition Status
Requisition Fields (as listed for Requisitions, above)
Job Seekers by Requisition
Referral Source Field (Questions, URL, Tracking Code)
Applicant Status
EEO Application Date
Applicant Status
Job Seeker Zip Code Analysis
  • (2000 Census Data, 2006-2010 ACS Tabulation Data)
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)

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 [Business Unit] 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 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

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