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BalanceTRAK > Reports

KEY TOPICS:

SelectBEGIN Reports

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

Important Note:HERE: Before you view, print, or export reports, visit the following balanceTRAKReports modules to familiarize yourself with—andwith set—available— reportand options.set These— modulesavailable are accessible from the side navigation menu under Reports:settings:

  • Export Settings
  • Filter
  • Report Settings

These

Select set-upReports functionsto areView, describedPrint, ator Export

About Select Reports

On entry to Reports, balanceTRAK displays the bottomSelect ofReports thislist, Helpas page.determined by your user permissions, grouped by category.

UsingDetermine Select Report ToolsSettings

First, select to view reports in:

  • HTML or PDF.

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

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

View a Report—Click

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

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