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BalanceTRAK > Reports

KEY TOPICS:

  • About Select Reports
  • Determine Select Report Settings
    • Global Settings
    • Report Group Settings
  • View a Report

Select Reports to View, Print, or Export

BEGIN HERE: Before you view, print, or export reports, visit the following Reports modules to familiarize yourself with — and set — available settings:

About Select Reports

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. Reports in PDF format will open as a PDF in a new browser window, allowing the report to be saved to another location. HTML Reports will show one page at a time, while PDF reports will show the entire report. PDF format is the preferred option if you plan on printing the reports generated.

Click the Report [View Report] icon to view a single report in the selected HTML or PDF format. From this page, you can select a report to run and then view and/or print it.