BalanceTRAK > Reports

Select Reports

On entry to Reports, the Select Reports page lists the reports being made available to you, grouped by category.

Important Note: Before you view, print, or export reports, visit the following balanceTRAK modules to familiarize yourself with—and set—available report options. These modules are accessible from the side navigation menu under Reports:

• Export Settings
• Filter
• Report Settings

These set-up functions are described at the bottom of this Help page.

Using Select Report Tools

First, select to view reports in: HTML or PDF.

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.

Global Settings—Click the [Global Settings] button in the category header to include a date or a custom footer to all reports.

View a Report—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.

Report Group Settings—Click the Group Settings [Group Settings] icon to change the report settings and filters for a particular report category, as described in the following table: