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BalanceTRAK > Reports > Metrics

KEY TOPICS:

  • What Default Metric Reports are Available?
    • Requisition Information
    • Job Seeker Information
    • Form Total Information
    • balanceTRAK User Information
  • How to Request Custom Metrics Reports?
  • How to Export Metrics Reports?
  • How to Schedule 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 client-side 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

The 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 sendsend, will use a set date range that covers the previous 30 days.

Editing Reports

FurtherIndividual downStandard areand Custom Reports can be edited by clicking on the Edit options. icon. This will take you to a new page with options for changing the report’s recurrence (daily, weekly, and monthly) which will reflect on the Interval line wementioned justabove. lookedIf at.the YouReports recurrence is changed to daily, weekly, or monthly it will be emailed nightly to the emails listed in the Users box.

User can alsobe add usersadded to automaticallythe receivedistribution theselist Metricby reportsentering viatheir email.email Finallyand onpressing thisreturn. pageIf isa user's email needs to be removed, select the icon next to the email.

The last option is to add a Description to the report, which will appear on the report export under the report title.

Once any changes you have made are ready, click the Update[Update] or Cancel[Cancel] button.

  • Edit icon
  • Edit icon

Exporting Reports

Finally, once you have made all your changes and updates, select the reports(s) you would like to run, click the Export option and a zipped folder with your files will begin to download. Please 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