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BalanceTRAK > Reports > Export (Data)

KEY TOPICS:

  • Perform a Job Seeker Data Export
    • Multi-location Clients: Choose Location(s)
    • Determine Job Seeker Filters and Fields for Data Export
    • Set Job Seeker Date Parameters
  • Perform a Requisition Data Export
    • Filter Requisition Data for Export
  • Save an Export View for Future Use
  • What Default Exports are Available?
    • Select a Default Export
    • Restore Defaults
  • Run an Export, based on a Current or Default View

Export balanceTRAK Data to Excel

Job Seeker and Requisition data can be saved to Excel for use outside of balanceTRAK, such as for inclusion in a federally required Affirmative Action plan (AAP) or for data research and follow-up. This feature is available under Reports in the side navigation menu, by choosing Export.

To ensure you obtain the needed data, the system provides menus for honing on data by module (Job Seekers or Requisitions), Location Code (if applicable), Requisition Category, Fields, Date Range, and the like.

Perform a Job Seeker Data Export

Begin by selecting Job Seeker from the Export tab header. Then follow the steps below. If your organization has only one Location Code, it will be selected, and you can process to determining Filters, Fields, and Date Range.

Multiple-location Clients: Choose Location(s)

Review and select Location Codes.

Determine Job Seeker Filters for Data Export

Make selections from the provided menus (Filters and Fields) to hone in on particular Job Seeker data. The following options for Job Seeker Filters are available:

  • Requisition Category (Open, Pending, or Closed)
  • Requisitions (by Job Title, Requisition Number)
  • Job Seeker Stage
  • Disposition Code
  • Application Date, Job Posting Start Date, and Job Posting End Date

The following options appear for Job Seeker data Fields:

  • Personal Information
  • Requisition Fields
  • Form Types (PRESCREENER, APPLICATION, and if applicable, ASSESSMENT)
  • Questions

Quick tip: If your organization has numerous Fields (e.g., Job Codes), enter a few letters or digits in the Search box to help locate the option.

Perform a Requisition Data Export

First, using the Export tab header, select Requisition(.

Filter Requisition Data for Export

Requisition data can be filtered by Category:

  • Pending
  • Open
  • Closed

Set Date Parameters

Save an Export View for Future Use

After selections have been made, the current Export configuration can be saved in the system for display in the upper drop-down. Click the third button in the toolbar, [Save], and enter a name for the view.

What Default Exports are Available?

Default Export views are available on the Export > Job Seekers tab, with preselected Filters that produce the most typically needed Job Seeker "snapshots":

  • Job Seekers
  • AAP Import — Includes demographics and SELF-IDENTIFICATION for disability and Veteran statuses for inclusion in an Affirmative Action Plan.
    • The Date range must also be set to reflect the annual or interim AAP analysis period. See Set Job Seeker Date Parameters, above.

balanceAAP Help Cross-reference: The data set can then be imported into this companion application.

  • Hires — Job Seekers with a Disposition Code indicating "hired")
  • No Disposition Code
  • No Job Seeker Stage

Select a Default Export — Simply expand the tab's upper drop-down, on the right, and make one of the above selections.

Checked boxes will indicate the current settings for the Default Export. Review, and edit as necessary. Proceed to perform the export, as described below

Quick Tip: As described in this article, parameters for Application Date, Posting Start Date, and/or Posting End Date can be added to the Default Export to produce an Export for a particular time period.

Restore Defaults

To return to the Default Export parameters after Filters have been changed, choose the [Restore Defaults] button from the upper toolbar.

Run an Export, based on a Current or Default Export View

Once the appropriate boxes are checked, and if applicable, data range is set, simply select the [Run Export] button from the upper toolbar

Finally, click [Export], and [Open] or [Save] the file.