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BalanceTRAK > Reports > Export (Data)

KEY TOPICS:

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

RELATED TOPIC:

Export balanceTRAK Data to Excel

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

From theUnder Reports module,, choose the Export tab from the tabside headernavigation menu.

What Default Exports are Available?

Restore Defaults

Choose Job Seekers or Requisitions

Using the drop-down in the page header, choose whether to Export Job Seekers for:

  • All Requisitions
  • [A single Requisition Number]

Determine Filters

Select a File Type to Export to, either:

  • Excel 97-2003
  • Excel 2007

    • OR

  • Text CSV (Comma Separated Values)

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.

Run an Existing Export View

Using checkboxes, determine whether to Export Requisitions with a Status of:

  • Pending
  • Open
  • Closed

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