BalanceTRAK > Reports
BEGIN HERE: Before working with Select Reports, learn about the following modules —
Reports
KEY TOPICS:
- Determine Select Report Settings
- Global Settings
- Report Group Settings
- User Access Report Group Settings (Administrators only)
- View a Report
- Select Reports for Export
- Clear a Current Filter
Select Reports to View, Print, or Export
On entry to Reports from the side navigation menu, balanceTRAK displays the Select Reports list — as allowed by your balanceTRAK user permissions and organized by Report Group.
Cross-reference: For a full list of available Reports, see: balanceTRAK Training Guide.
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:| 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
|
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 |
User Access Report Group Settings (Administrators only)
By clicking the ( [Group Settings] icon for User Access, reports can be run as follows:- User Access Log ( Run by User or [Business Unit] Code)
- User Permissions ( Show Inactive Users)
- User Profile Log (Email Address)
- User Profile Log (Data Profile and Function Profile)
View a Report
First, from the page header, select to view reports in:- HTML
OR
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.