BalanceTRAK > Reports > Filter (Optional)

(Optional) Filter

Before you view or export a report, you may want to begin on the Reports > Filter page, where you can set overall options to fine-tune the reporting display by field. While some fields are typical to all installations (e.g., Requisition Number), other fields will be specific or named according to your balanceTRAK implementation (e.g., Establishment, Location, Recruiter [code or name], Hiring Manager).

Click [Save] after making selections and before selecting another report. The Select Reports page will indicate if a Filter has been set. Use the [View Filter] button to return to the Filter page, or click the [Clear Filter] button to remove the Filter.

Note: Filters at the report group level (e.g., Summaries, Job Seekers, Requisitions) are available on the Select Reports page, using the Group Settings [Group Settings] icon. (See, above: Select Reports Tools.)

Filter by Selected Field

The upper Filter menu allows you to: Filter reports on the selected field.

Choose one of provided options. The default setting is: Do not filter on a field.

If a field is chosen, the menu will expand to include existing data available in the field. Select one or more of the provided values. You can also select All or None.

Group by Selected Field

The lower Filter menu provides options to: Group reports on the selected field. The default setting is: Do not group on a field.

Notes: If a Filter is currently set, you may only Group by a level that is higher than the field you are currently filtering on. Group Reports by on the Select Reports > Group Settings [Group Settings] menu will supersede the Filter group setting made here.