BalanceTRAK > Reports > Metrics


  • What Default Metric Reports are Available?
    • Requisition Information
    • Job Seeker Information
    • Form Total Information
    • balanceTRAK User Information
  • Managing Metrics Reports
  • Editing Metrics Reports
  • Export Metrics Reports


balanceTRAK Metrics

Benefits and Types of balanceTRAK Metrics Reports

The balanceTRAK Metrics is a feature which combines the flexibility of the Data Export and the structure of the TRAK Reports. The available reports are divided into two sections - Standard and Custom.

Note: The Metrics Reports were designed for balanceTRAK System Administrators and will not be filtered based on the balanceTRAK Profile. Please contact your company's balanceTRAK Administrator or Product Support for additional information.

Standard Reports

Standard reports are created by Berkshire and are based on previously created balanceTRAK Reports and past client requests. Reports in this section will be grouped by the following topics: Requisitions, Job Seekers, Form Totals, and balanceTRAK Users. Each report's content will differ based on the report's description and group topic.

Custom Reports

Custom reports are client specific and may not appear for everyone. If your company has worked with Product Support to create a custom metric report, it will display in this section.

If you would like more information on creating a custom report, please contact Product Support.

Managing Reports

Reports can be sorted by name, interval, and date created using the [Sort By] at the top of the page.

Next to the Report Name you will see the Interval and Users. When scheduled to automatically send, these columns tell you how often and to which users.

On the right we have Start and End Date Edit calendar options. These date values will only apply when exporting standard reports. Custom reports will use the date range set within each report.

Note: All standard reports that are scheduled to automatically send, will use a set date range that covers the previous 30 days.

Editing Reports

Individual standard and custom reports can be edited by clicking on the icon. This will open a new page with options for changing the report’s recurrence, list of recipients, description, and file type.

If a report's recurrence is changed from On Demand to Daily, Weekly, or Monthly, the report will be automatically run overnight (on the appropriate date) and distributed to the emails listed in the Users section.

Individuals can be added to the distribution list by entering their email into the Users section and pressing return. If a user needs to be removed, select the icon next to the email.

Every Standard report will have a default description, which will appear on the report export under the title and date range. The description may be changed by editing the information in the Description section.

Lastly, each report's Export File Type can be changed to Excel ( .XLSX) or Comma Separated Values (.CSV) file type.

Note: If a report is set to export as .CSV, the report's title, description, and date range will not appear.

After all changes have been made, click the [Update] or [Cancel] button.

Exporting Reports

From the Metrics Reports page exporting is done by selecting the reports(s) you would like to run, click the [Export] option and a Zip folder with your reports will begin to download.

Note: You can only export one report type at a time. If you need to export a standard report and a custom report, they must be exported separately.

balanceTRAK Metrics Video Tutorial