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 the following topics: Requisitions, Job Seekers, Form Totals, and balanceTRAK Users. Each report's content will differ based on the report's description, but the overall theme will match.Custom Reports
The Custom reports are client specific and may not appear for all clients. If your company has worked with Product Support to create a custom metric report, it will display in this section.If you would like more information on creating a custom report, please contact Product Support.
Note: If you do not have permission to access the Metrics Report, the option will not appear in the Reports > Metrics menu. Please contact your client-side Administrator for assistance in turning on this feature.
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
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