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BalanceTRAK > Report Settings (Optional)

JUMP TO: Reports > Filter

KEY TOPICS:

  • Choose Requisition Category
  • Choose Fields to Include in Reports

NEXT STEP:


Customize Reporting by Selecting Data Fields to Include

Because Reports > Report Settings can be beneficial to you, visit this module, and read the article below, prior to viewing or exporting a report. By selecting Requisition fields, and values within those fields, you can globally tailor the reporting output to hone in on particular areas of interest.

Quick Reminder: 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.

Choose Requisition Category

Using the upper drop-down, select the balanceTRAK module category:

  • Open Requisitions
  • Closed Requisitions
  • Applicant Detail
  • Requisition Detail

Choose Fields to Include in Reports

After the category is selected (as described above), the available fields will display. Check off the appropriate fields, and click [Save]. Up to eight fields may be selected.


Click [Save], which will apply the settings when the next report is viewed or exported via Select Reports.