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BalanceTRAK > Reports > Export (Data)

KEY TOPICS:

  • Choose Job Seekers or Requisitions to Include
  • Determine File Type for Exported DataFilters
  • FilterSave Joban SeekerExport DataView
  • Run toan IncludeExisting Export View

RELATED TOPIC:

Export JobData Seekerto DataExcel

Job Seeker data can be made available in Excel or text formats for use outside of balanceTRAK.

From the Reports module, choose the Export tab from the tab header.

Choose Job Seekers or Requisitions to Include

Using the drop-down in the page header, choose whether to Export Job Seekers for:

  • All Requisitions
  • [A single Requisition Number]

Determine File Type for Exported DataFilters

Select a File Type to Export to, either:

  • Excel 97-2003
  • Excel 2007

    • OR

  • Text CSV (Comma Separated Values)

FilterSave Joban SeekerExport Data to IncludeView

Make selections from the Filter Options menu to hone in on particular Job Seeker data. Options may include those in the following categories:

  • Location, Establishment, Plan Code, Department, or other organizational unit
  • Requisition and/or Applicant Status
  • Posting Start Date, Employee Acceptance Date, and/or other date

Quick Tip: If no criteria are selected or entered within a menu, All is the default selection, creating more results. Any selections made will reduce the number of results.

Further filters are available under Job Seeker Fields and Requisition Fields to organize how the data will be displayed. In the exported file, each Job Seeker will represent a row, or line item, in the exported file. All checked Fields will display as columns, with the Field label as the column header.

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

Requisition data may be exported for use outside of balanceTRAK, in Excel or text formats.

Access Reports from the side navigation menu; and then choose Export from the tab header. The Export Requisitions menu will display.

ChooseRun Requisitionan StatusExisting toExport IncludeView

Using checkboxes, determine whether to Export Requisitions with a Status of:

  • Pending
  • Open
  • Closed

Determine File Type for Exported Data

Next, under File Types, select either:

  • Excel 97-2003
  • Excel 2007

    • OR

  • Text (Comma Separated Values)

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