BalanceTRAK > Report Settings (Optional)
JUMP TO: Reports > Filter
KEY TOPICS:
- Choose Requisition Category
- Choose Fields to Include in Reports
NEXT STEP:
Customize Reporting by Selecting Data Fields to Include
Because optional Reports > 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
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.