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.)