BalanceTRAK > Reports
KEY TOPICS:
- Determine File, Group, and Footer Settings
- About Exporting a Report versus Exporting Data
- Choose How Files will be Organized
- Use Global Settings to Create Footers
- Apply Report Group Settings
- View a Report
- 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
On entry to Reports from the side navigation menu, the Reports tab will be active, one of three tabs in the tab header. This module supports your organization's efforts to examine balanceTRAK data and gain insights into hiring effectiveness — 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 balanceTRAK Administrator.
Cross-reference: For a full list of available Reports, see: balanceTRAK Training Guide.
Determine File, Group, and Footer Settings
About 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 displays 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.
Choose How Files will be Organized
To begin, select one of the following:- A Single File
- Separate Files
Select File Type
Then, choose the File Type:- Excel
- Excel-Data Only
- Rich Text
- Word
Use Global Settings to Create Footers
Click the [Global Settings] button, located at the top of the screen, to include a date or a custom footer on all generated 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:| 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
|
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 a Report
First, from the page header, select to view reports in:- HTML
OR
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. The Report(s) will be exported, using Reports > Export Settings. 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 Select Reports screen will include an upper banner, if a Filter has been set. Use the [View Filter] button to return to the Reports > Filter; 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)