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BalanceTRAK > Reports > Filter (Optional)

KEY TOPICS:

Filter by Selected Field
Group by Selected Field
Filter and Group Examples

RELATED TOPIC:

Report Settings (for certain Reports)

Customize Reporting by Selecting Data Values

Quick Tip: Two tabs available under TRAK Reports control reporting options in different ways — While Filter settings (outlined below) narrow and sort all results by field values, Report Settings (linked above) determine what Fields to include as columns for applicable Reports.

Before you output TRAK Reports, read this article to understand how you can select Filter values within Requisition Fields to globally tailor the reporting and hone in on particular areas of interest.

Note: More specific filters by Report Group (e.g., Requisitions, Job Seekers) are available on the Reports tab, using [Group Settings].

Filter by Selected Field

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

Choose one of provided options for Field type, which will typically include:

Requisition Number
Location Code (up to two levels)
Hiring Manager
Recruiter

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

When a Field is chosen, the menu will expand to include existing values, or data entries, available in the Field:

Review and select one or more of the provided values. You can also select All or None.

Group by Selected Field

The lower Filter menu provides options to: Group reports on the selected field. This setting will result in a report that is sorted by values in the Requisition field.

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

Notes: If a Filter is currently set on a Location level, you may only Group by a higher level in the hierarchy.

In addition, "Group Reports by" on the TRAK Reports > [Group Settings] menu will supersede the Filter group setting applied here.

Click [Save], which will apply the settings to the next report, viewed or exported via balanceTRAK.

Along with indicating a Filter is in place, a banner on the TRAK Reports page will provide a link to restore the default (unfiltered) parameters.

Filter and Group Examples

A company relies on "Division" as the business unit, with filter values representing "Marketing (CA)", "Public Affairs (VA)", and "Corporate (NY). Selections were made to filter on "Marketing (CA)" and "Public Affairs (VA)". Therefore, reporting results will be limited to only those two Divisions.