BalanceTRAK > Reports > Filter (Optional)
JUMP TO: Report Settings (Optional)
KEY TOPICS:
- Filter by Selected Field
- Group by Selected Field
NEXT STEP:
Fine-tune Reporting by Field Values
Before you view or export a report, learn about this module: Reports > Filter.
Quick Tip: Two balanceTRAK modules control global options for reporting. While Report Settings determine what fields to include, Filter settings determine what values within a field to include.
Here, you can fine-tune the reporting display with global Filters on Requisition fields. While some fields are typical to all Implementations (e.g., Requisition Number), other fields will be specific to your balanceTRAK implementation (e.g., [Organizational unit], Recruiter [code or name]).
Click [Save] after making selections and before selecting another report. The Select Reports page will indicate if a Filter has been set.
Note: Report Group filters (e.g., Summaries, Job Seekers, Requisitions) are available on Select Reports, using [Group Settings].
Filter by Selected Field
The upper Filter menu allows you to: Filter reports on the selected field.Choose one of provided options, which will include, but are not limited to:
- Requisition Number
- [Organizational unit])
The default setting is: Do not filter on a field.
If a field is chosen, the menu will expand to include existing values available in the field. Select one or more of the provided values. You can also select All or None.
Group by Selected Field
The lower Filter menu provides options to: Group reports on the selected field.The default setting is: Do not group on a field.
Notes: If a Filter is currently set, you may only Group by a level that is higher than the field currently being filtered on. "Group Reports by" on the Select Reports > [Group Settings] menu will supersede the Filter group setting applied here.
Example: If a company relies on "Division" as the organizational unit, values to filter or group by may include "Marketing (California)" and "Public Affairs (Washington, DC)".