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BalanceTRAK > Reports

BEGIN HERE: Before outputting bTRAK Reports, learn about related tabs —

KEY TOPICS:

  • View a Report
  • Determine File,bTRAK Group, and FooterReport Settings
    • AboutChoices Exportingfor aOrganizing Reportand versusOutputting Exporting DataFiles
    • Choose How Files will be Organized
    • Use(Optional) Global Settings to Create Footers
    • Apply(Optional) Report Group Settings
      • Complete List of Available Report Group Settings
    • ViewUser aAccess Report Group Settings (Administrators only)
  • Select Reports for Export
  • Clear a Current Filter
  • Review User Activity on User Access Reports (Administrators only)

RELATED TOPIC:

Select Reports to View, Print, or Export

balanceTRAK presents Reports that have been configured with default settings to provide useful output from the software on Requisition and Job Seeker statistics. On entry to Reports from the side navigation menu, thethese bTRAK Reports tab will be active,organized oneinto ofconvenient threeReport tabsGroups in(e.g., theEEO) tabfor header.viewing, This module supports your organization's efforts to examine balanceTRAK dataexporting, and gain insights into hiring effectivenessprinting — by looking at key indicators, such as recruiting Sources, applicant flow, or Equal Employment Opportunity (EEO) demographics.

BEFORE YOU BEGIN: Please review the following information on optional settings, which may be beneficial when generating Reports:

Once Filters and Report Settings have been reviewed or are in place, return to the Reports tab. Here, a list of Reports will display by Report Group, based on permissions that have been granted to you by your balanceTRAKsystem Administrator. permissions.

Cross-reference: For a full list of available Reports, see: balanceTRAK Training Guide.

In addition to the default settings — and Filter / Report Settings discussed in the articles linked above — the bTRAK Reports module offers further options for organizing the output files and customizing the Reports.

View a Report

If you want to simply view a single report, scroll down through the Reports list to find the line item. Then, click the View Report icon, located to the right of the desired report. The selected report will open in a new window, which also allows the report to be saved to another location or printed.

Determine File,bTRAK Group,Report Settings

Prior to choosing one or more Reports for export, stop at the top of the page and Footerchoose Settings

Aboutoptions Exporting a Report versus Exporting Data

Both a report and a data export identify aspects of Job Seeker or Requisition information, plus both can rely on Filters, Fields, and Date Ranges.

However, a report answers a question, such as: How Many Requisitions are Open without being filled? In other words, a report displaysfor the results of calculations made or analysis performed on the data. An exported report, typically in PDF, highlights certain information so that ultimately, decisions can be made.

In contrast, data (including exported data) are simply collected bits of information, typically organized into tables, reflecting a set of, or all, Job Seekers or Requisitions. For example, a repository of annual Requisition data may be collected in an Excel file for use in another software application (perhaps joined with other data to create more reports!) or archiving.output.

ChooseChoices Howfor Organizing and Outputting Files

will be OrganizedTo begin, selectSelect one of the following:

  • A Single File
  • Separate Files

Select File Type

Then, choose the File Type:

  • Excel
  • Excel-Data Only
  • PDF
  • Rich Text
  • Word

Click [Save] to apply the above settings.

Use(Optional) Global Settings to Create Footers

Click the [Global Settings] button,button located atin the topReport ofGroup the screen,header to include a date or a custom footer onin all generated Reports.reports.

(Optional) 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:

Complete List of Available Report Group Settings

Report Group Filter on: Group Reports by:
Executive Summaries Date Range Yes
Referral Source Application Date
Show Referal Source by (URL, Question) 		No
Requisitions Post Start Date
Post End Date
Employee Acceptance Date
Employee Start Date
Requisition Detail (Requisition Statuses) 		No
Job Seekers Application Date
Requisition Status
Requisition Fields (as listed for Requisitions, above)
Job Seekers by Requisition
Referral Source Field (Questions, URL, Tracking Code) 		Yes
Applicant Status
EEO Application Date
Applicant Status
Job Seeker Zip Code Analysis
  • (2000 Census Data, 2006-2010 ACS Tabulation Data)
 Yes
Applicant Summary (Applicant Status, Job Group)
Job Seeker Zip Code Analysis (Zip Code, County, State, MSA)
EEO Counts (Requisition Number, Job Code)
History Activity Data
User History (Email Address, Activity Type)
Search History (Email Address, Search Type) 		No

View

User aAccess Report

First, fromGroup Settings (Administrators only)By clicking the page header, select[Group toSettings] viewicon for User Access, reports in: can be run as follows:

  • HTML User Access Log ( Run by User or [Business Unit] Code)
  • User Permissions ( Show Inactive Users)
  • User Profile Log (Email Address)
  • User Profile Log (Data Profile and Function Profile)

OR

  • PDF

If HTML is selected, reports will be displayed in a new 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 generated report(s).

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

Select Reports for Export

The following methods are available to check off the Reports you want to export:

  • Click the All link, located just below the Reports list header
  • Check the box in the Report Group header (selects all reports in the group)
  • Check the box adjacent to the Report Name
  • Deselect any selections by clicking the None link at the top of the page

Once one or more selections are made, click the [Export] button.button, which is located below the Reports list. The selected Report(s) will be exported, using Reportsthe >file Exportoptions Settings. selected at the top of the page. You will be prompted to open or save the file(s), once exported.

Note: Depending on the browser or security settings, you may not be able to proceed with downloading the file. If this occurs, adjust the browser settings, or use a link that will appear on the page.

Clear a Current Filter

The bTRAK Reports tabscreen will include an upper banner, if a Filter has been set (using(via Reports > Filter). Use the [View Filter] button to review the settings; or click the [Clear Filter] button to restore the default settings.

Review User Activity on User Access Reports (Administrators only)

By selecting reporting in the User Access Report Group, an Administrator can review how users have interacted with the system. Click the [Group Settings] icon for the Report Group to run the following User Access reports (by relevant parameters):

  • User Access Log ( Run by User or Location Code)
  • User Permissions ( Show Inactive Users)
  • User Profile Log (Email Address, Profile)