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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

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 for a report type, Filter settings narrow and sort results by field values.

A third module, Export Settings, controls the format for exported report files.

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.