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BalanceTRAK > Reports > Filter (Optional)

KEY TOPICS:

  • Filter by Selected Field
  • Group by Selected Field

NEXT STEP:

  • Select Reports for Viewing or Export

Customize Reporting by Selecting Values in Data Fields

Because certain optional settings can be beneficial, read this article — and visit the Reports > Filter tab — before visiting the Reports tab to generate a report. By selecting and grouping Requisition Field values, you can globally tailor the reporting output to hone in on particular areas of interest.

Quick Reminder: The following modules control overall settings for Reports in different ways —

  • Filter — (This article) Narrow and sort results by Field values
  • Report Settings — Determine what Fields to include as columns for some specific reports

Please note that while some Fields are typical to all Implementations (e.g., Requisition Number), other fields will be specific to your balanceTRAK implementation (e.g., [Business unit] Code, Recruiter [code or name]).

Note: Additional Filters by Report Group (e.g., for Job Seeker- or Requisition-specific reports) are available on 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
  • [Business unit]) Code

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. This setting will result in a report that is sorted by values in the Requisition 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. In addition, "Group Reports by" on the Reports > [Group Settings] menu will supersede the Filter group setting applied here.

Examples: If a company relies on "Division" as the business unit, filter values may include "Marketing (California)" and "Public Affairs (Washington, DC)". Reporting results will only output for those two Divisions.

Meanwhile, a report, simply grouped by "Division", will display "line-item" results for each named Division in the organization.

Click [Save], which will apply the settings to the next report, viewed or exported via Select Reports. (The Select Reports page will indicate a Filter has been set.)