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BalanceTRAK > Reports

BEGIN HERE: Visit the following Reports modules to familiarize yourself with available settings:

KEY TOPICS:

  • Determine Select Report Settings
    • Global Settings
    • Report Group Settings
  • View a Report

Select Reports to View, Print, or Export

On entry to Reports, balanceTRAK displays the Select Reports list, as determined by your user permissions, grouped by category.

Determine Select Report Settings

Global Settings

Click the [Global Settings] button in the Report Group header to include a date or a custom footer to all reports.

Report Group Settings

Click the [Group Settings] icon to change the settings and filters for a particular Report Group, as described in the following table:

View a Report

First, select to view reports in:

  • HTML

OR

  • PDF

If HTML is selected, reports will be displayed in a new Internet browser window, one page at a time, with navigational tools available.

Reports in PDF format will open in a new window, allowing the report to be saved to another location. PDF format is the preferred option if you plan on printing the reports generated.

Click the [View Report] icon to view a single report. From this page, you can also print the report.