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BalanceTRAK > Reports

KEY TOPICS:

  • What is the Difference between Exporting a Report and Exporting Data?
  • Determine Additional Report Settings
    • Choose How Files will be Organized
      • Global Settings for Footers
      • Report Group Settings
    • View a Report
    • Select Reports for Export
    • Clear a Current Filter
    • Review User Activity on User Access Reports (Administrators only)

    Select Reports to View, Print, or Export

    On entry to Reports from the side navigation menu, the Reports tab will be active. However, before outputting reports, begin by reviewing the other two tabs in the tab header.:

    Menus on these tab control how the reporting will be generated, through Filters and Fields, respectively:

    respectively.

    Once the Filters and Settings have been reviewed or are in place, return to the Reports tab. Here, the displayed list, organized by Report Group, will be based on permissions, as managed by your balanceTRAK Administrator.

    Before generating the reports, some additional granular settings can be addressed, as outlined below.

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

    What is the Difference between Exporting a Report and Exporting Data?

    Determine Additional Report Settings

    Choose How Files will be Organized

    To begin, select one of the following:

    • A Single File
    • Separate Files

    Select File Type

    Then, choose the File Type:

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

    Global Settings for Footers

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

    Additional 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:

    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

    View a Report

    First, from the page header, select to view reports in:

    • HTML

    OR

    • PDF

    If HTML is selected, reports will be displayed in a new browser window, one page at a time, with navigational tools available.

    Reports in PDF format will open in a new window, allowing the report to be saved to another location. PDF format is the preferred option if you plan on printing the generated report(s).

    Click the [View Report] icon to view a single report. From this page, you can also print the report.

    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. The Report(s) will be exported, using Reports > Export Settings. 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 Select Reports screen will include an upper banner, if a Filter has been set. Use the [View Filter] button to return to the Reports > Filter; or click the [Clear Filter] button to restore the default settings.

    Review User Activity on User Access Reports (Administrators only)

    By selecting reporting in the User Access Report Group, an Administrator can review how users have interacted with the system. Click the [Group Settings] icon for the Report Group to run the following User Access reports (by relevant parameters):

    • User Access Log ( Run by User or Location Code)
    • User Permissions ( Show Inactive Users)
    • User Profile Log (Email Address, Profile)