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BalanceTRAK > Report Settings (Optional)

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Use Report Settings to Include Fields in Reporting

Because Reports > Report Settings can be beneficial to you, visit this module, and read the article below, prior to viewing or exporting a report. By selecting Requisition fields, and values within those fields, you can globally tailor the reporting output to hone in on particular areas of interest.

Quick Tip:Reminder: Two balanceTRAK modules control global options for reporting. While Report Settings determine what fields to include, Filter settings determine what values within a field to include.

Choose Requisition Category

The Report Settings menus allow you to choose the fields to be shown on the following reports:

  • Open Requisitions
  • Closed Requisitions
  • Applicant Detail
  • Requisition Detail

Choose Fields to Include in Reports

When you select the report from the drop-down menu, the available fields will display. Check off the appropriate fields to display, and click [Save].[Save]. Up to eight fields may be selected.

Click [Save], which will apply the settings when the next report is viewed or exported on Select Reports.