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BalanceTRAK > Reports > Export (Data)

To export Job Seekers to Excel or text formats, choose the Job Seekers > Export tab from the tab header.header. The Filter Options menu displays. Choose whether to Export Job Seekers for All Requisitions or for a single Requisition chosen from the pre-populated drop-down.

Next, Select a File Type to Export to, either:

  • Excel 97-2003
  • Excel 2007

OR

  • Text CSV (Comma Separated Values)

Filter the Job Seekers for export by selecting options from those provided under Filter Options.

Options may include those in the following categories:

  • Location, Establishment, Plan Code, Department, or other organizational unit
  • Requisition and/or Applicant Status
  • Posting Start Date, Employee Acceptance Date, and/or other date

Quick Tip: If no criteria are selected or entered within a menu, All is the default selection, creating more results. Any selections made will reduce the number of results.

Further filters are available under Job Seeker Fields and Requisition Fields to organize how the data will be displayed. All checked taglines will display as column headers in the exported file.

When finished, click [Export], and [Open] or [Save] the file.