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BalanceTRAK > Reports > Filter (Optional)

KEY TOPICS:

  • Filter by Selected Field
  • Group by Selected Field

NEXT STEP:

Fine-tune the Report by Field

Before you view or export a report, begin at Reports > Filter; and fine-tune the reporting display. While some fields are typical to all Implementations (e.g., Requisition Number), other fields will be specific to your balanceTRAK implementation (e.g., [Organizational unit], 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.

Note: Report Group filters (e.g., Summaries, Job Seekers, Requisitions) are available on Select Reports, using the [Group Settings].

Filter by Selected Field

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

Choose one of provided options, which will include, but are not limited to:

  • Requisition Number
  • [Organizational unit])

The default setting is: Do not filter on a field.

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

Example: If a company uses "Division" as the organizational unit, values may include "Marketing (California)" and "Public Affairs (Washington, DC)".

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 currently being filtered on. "Group Reports by" on the Select Reports > [Group Settings] menu will supersede the Filter group setting applied here.

Example: If a company uses "Division" as the organizational unit values to filter or group by may include "Marketing (California)" and "Public Affairs (Washington, DC)".