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BalanceTRAK > Report Settings (Optional)

JUMP TO: Reports > Filter

KEY TOPICS:

  • Choose Requisition Report to Customize
  • Choose Fields to Include in Reports

NEXT STEP:

  • Select Reports for Viewing or Export

Customize Reporting by Selecting Data Fields

Because optional Report Settings may be beneficial to you, visit this sub-tab and read the article below, prior to viewing or exporting a report.

Quick Tip: Report Settings apply to the four Reports listed in the bullets below.

By selecting Requisition fields, and values within those fields, you can globally tailor the reporting output to hone in on particular areas of interest.

Quick Reminder: Reports > Filter settings can be applied to narrow and sort results by Field values.

Choose Requisition Report to Customize

Using the upper drop-down, select the report:

  • Open Requisitions
  • Closed Requisitions
  • Applicant Detail
  • Requisition Detail

Choose Fields to Include in Reports

After the categoryreport is chosen (as described above), the available fieldsFields will display. Check off one or more appropriate fields,more, and click [Save]. Up to eight fieldsFields may be selected to appear as additional columns in reports.Reports.

Click [Save], which will apply the settings when the next report is viewed or exported via Select Reports.