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BalanceTRAK > Reports > Export (Data)

KEY TOPICS:

  • Choose Job Seekers or Requisitions
  • Determine Filters
    • Set Date Parameters
  • Save an Export View
  • What Default Exports are Available?
    • Run a Default Export
    • Restore Defaults
  • Run an Existing Export View

Export balanceTRAK Data to Excel

Job Seeker and Requisition data can be made available in Excel for use outside of balanceTRAK, such as for inclusion in a federally required Affirmative Action plan (AAP) or for data research and follow-up.

Under Reports, choose Export from the side navigation menu.

Choose Job Seekers or Requisitions

Using the tab header, choose whether to Export:

  • Job Seekers
  • Requisitions

Determine Filters

Make selections from the Filters and Fields menus to hone in on particular Job Seeker data. The following options for Job Seeker Filters are available:

  • Requisition Category
  • Requisitions
  • Applicant Stage
  • Disposition Code
  • Application Date, Job Posting Start Date, and Job Posting End Date

The following options appear for Job Seeker data Fields:

  • Personal Information
  • Requisition Fields
  • Form Types
  • Questions

Requisition data can be filtered by Category:

  • Pending
  • Open
  • Closed

Quick tip: Search

Set Date Parameters

Save an Export View

Make selections from the Filter Options menu to hone in on particular Job Seeker data. 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. In the exported file, each Job Seeker will represent a row, or line item, in the exported file. All checked Fields will display as columns, with the Field label as the column header.

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

Requisition data may be exported for use outside of balanceTRAK, in Excel or text formats.

Access Reports from the side navigation menu; and then choose Export from the tab header. The Export Requisitions menu will display.

What Default Exports are Available?

Default Export views are available on the Export > Job Seekers tab, with preselected Filters that produce the most typically needed Job Seeker "snapshots":

  • Job Seekers
  • AAP Import
  • Hires
  • No Disposition Code
  • No Job Seeker Stage

Run a Default Export — Simply expand the tab's upper drop-down, on the right, and make one of the above selections.

Checked boxes will indicate the current settings for the Default Export. Review, and edit as necessary. Then select the [Run Export] button from the upper toolbar.

Quick Tip: As described in this article, parameters for Application Date, Posting Start Date, and/or Posting End Date can be added to the Default Export to produce an Export for a particular time period.

Restore Defaults

To return to the Default Export after Filters have been change, choose the [Restore Defaults] button from the upper toolbar.

Run an Existing Export View

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