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BalanceTRAK > Reports

BEGIN HERE: Visit the following Reports modules to familiarize yourself with available settings:

KEY TOPICS:

  • Determine Select Report Settings
    • Global Settings
    • Report Group Settings
  • View a Report
  • Select a Report for Export

Select Reports to View, Print, or Export

On entry to Reports, balanceTRAK displays the Select Reports list, as determined by your user permissions, grouped by category.

Determine Select Report Settings

Global Settings

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

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:

View a Report

First, select to view reports in:

  • HTML

OR

  • PDF

If HTML is selected, reports will be displayed in a new Internet 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 reports generated.

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

Select Reports for Export

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 the file and format options selected on Reports > Export Settings. You will be prompted to open or save the file(s), once exported.

Note: Depending on the browser type or version or security settings, you may not be able to proceed with downloading the file. If this occurs, adjust yourthe browser settings, or use a link that will appear on the page to download the file. page.