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BalanceTRAK > Reports > Metrics

KEY TOPICS:

  • What Default Metric Reports are Available?
    • Requisition Information
    • Job Seeker Information
    • Form Total Information
    • balanceTRAK User Information
  • How to Request Custom Metrics Reports?
  • How to Export Metrics Reports?
  • How to Schedule Metrics Reports?

RELATED TOPIC:


ExportbalanceTRAK BalanceTRAKMetrics

Benefits Dataand Types of balanceTRAK Metrics Reports

  • Requisition
  • Job Seeker
  • Form Totals
  • balanceTRAK User

Standard Reports

Created by Berkshire and based on client requests.

Custom Reports

Created by Berkshire in partnership with individual clients. All Custom Metrics Reports are assigned to Excelindividual client accounts.

Editing Reports

Edit icon Edit icon

Exporting Reports

NarrativebalanceTRAK TagMetrics Video Tutorial