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BalanceTRAK > Reports > Metrics

KEY TOPICS:

  • What Default Metric Reports are Available?
    • Requisition Information
    • Job Seeker Information
    • Form Total Information
    • balanceTRAK User Information
  • How to Request Custom Metrics Reports?
  • How to Export Metrics Reports?
  • How to Schedule Metrics Reports?

RELATED TOPIC:

balanceTRAK Metrics

Benefits and Types of balanceTRAK Metrics Reports

The balanceTRAK Metrics is a feature which combines the flexibility of the Data Export and the structure of the TRAK Reports. The available reports are divided into two sections - Standard and Custom.

Standard Reports

Standard reports are created by Berkshire and are based on previously created balanceTRAK Reports and past client requests. Reports in this section will be grouped by Requisitions, Job Seekers, Form Totals, and balanceTRAK Users.Users. Each report will be based on the

Custom Reports

The Custom reports are client specific and can be requested and created by first contacting Product Support.

Managing Reports

Starting at the top, the reports can be sorted by name, interval, and date created under this dropdown. Moving down the page, you will see the reports are grouped by Requisition information, Job Seeker information, Form usage, and balanceTRAK User information. Next to the Report Name you will see the Interval and Users. When scheduled to automatically send, these columns tell you how often and to which users. On the right we have Start and End date calendar options to select when reports are run On Demand. Please note, all scheduled Standard reports will use a set date range that covers the previous 30 days. Custom metrics report will use the requested client date range.

Editing Reports

Further down are the Edit options. This will take you to a new page with options for changing the report’s recurrence (daily, weekly, and monthly) which will reflect on the Interval line we just looked at. You can also add users to automatically receive these Metric reports via email. Finally on this page is the option to add a Description to the report, which will appear on the report export under the report title. Once any changes you have made are ready, click the Update or Cancel button.
  • Edit icon
  • Edit icon

Exporting Reports

Finally, once you have made all your changes and updates, select the reports(s) you would like to run, click the Export option and a zipped folder with your files will begin to download. Please note, you can only export one report type at a time. If you need to export a Standard report and a Custom report, they must be exported separately.

balanceTRAK Metrics Video Tutorial