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BalanceTRAK > Report Settings (Optional)

JUMP TO: Reports > Filter

KEY TOPICS:

  • Choose Requisition Category to Customize
  • Choose Fields to Include in Reports

NEXT STEP:

Customize Reporting by Selecting Data Fields to Include

Because optional Report Settings may 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: Under Reports, two balanceTRAK modules control global reporting options — While Report Settings determine what fields to include as columns by report type, Filter settings narrow and sort results by field values.

Choose Requisition Category to Customize

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

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

Choose Fields to Include in Reports

After the category is chosen (as described above), the available fields will display. Check off one or more appropriate fields, and click [Save]. Up to eight fields may be selected to appear as additional columns in reports.

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