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BalanceTRAK > Reports > Export (Data)

From Job Seekers, choose Export from the tab header to export Job Seekers in Excel or text formats. Then,using the drop-down in the page header, choose whether to Export Job Seekers for:

  • All Requisitions
  • [A single Requisition Number]

Next, Select a File Type to Export to, either:

  • Excel 97-2003
  • Excel 2007

OR

  • Text CSV (Comma Separated Values)

Make selections from Filter Options to filter the Job Seekers 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.