BalanceTRAK > Reports
BEGIN HERE: Visit the following Reports modules to familiarize yourself with available settings:
KEY TOPICS:
- About Select Reports
- Determine Select Report Settings
- Global Settings
- Report Group Settings
- View a Report
Select Reports to View, Print, or Export
About Select Reports
On entry to Reports, balanceTRAK displays the Select Reports list, as determined by your user permissions, grouped by category.Determine Select Report Settings
Global Settings
Click the [Global Settings] button in the Report Group header to include a date or a custom footer to all reports.Report Group Settings
Click the [Group Settings] icon to change the settings and filters for a particular Report Group, as described in the following table:View a Report
First, select to view reports in:- HTML
OR
If HTML is selected, reports will be displayed in a new Internet browser window. Reports in PDF format will open as a PDF in a new browser window, allowing the report to be saved to another location. HTML Reports will show one page at a time, while PDF reports will show the entire report. PDF format is the preferred option if you plan on printing the reports generated.
Click the Report [View Report] icon to view a single report in the selected HTML or PDF format. From this page, you can select a report to run and then view and/or print it.