The Metrics page contains two types of reports – Standard ReportsCreatedand Custom. The Standard reports are created by Berkshire and are based on previous TRAK Reports and client requests.
The Custom Reportsreports
Createdare client specific and can be requested and created by Berkshirefirst incontacting partnershipProduct withSupport.
Managing individualReports
Starting clients.at Allthe 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 Metricsmetrics Reportsreport arewill assigneduse tothe individualrequested client accounts.
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
Edit icon
Exporting Reports
Finally, once you have made all your changes and updates, select the reports(s) you would like to run, click the Export option and a zipped folder with your files will begin to download. Please note, you can only export one report type at a time. If you need to export a Standard report and a Custom report, they must be exported separately.
