BalanceTRAK > Reports > Metrics
KEY TOPICS:
- 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
RELATED TOPIC:
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 take you to a new page with options for changing the report’sIf thea reportsreport's recurrence is changed from On Demand to daily,Daily, weekly,Weekly, or monthlyMonthly iteach report will be emailedautomatically run overnight (on the appropriate date) and distributed to the emails listed in the usersUsers box.
section.
UsersIndividuals can be added to the distribution list by entering their email into the Users section and pressing return. If a user's emailuser needs to be removed, select the icon next to the email.
AnotherEvery optionStandard isreport towill addhave a descriptiondefault to the report,description, which will appear on the report export under the title.title and date range. The chosen description may be changed by editing the information in the Description section.
Lastly, each report's outputExport File Type can also be changed to reflect Excel ( ) or Comma Separated Values file type.
OnceAfter anyall changes you have madebeen are ready, 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.