BALANCEtrak > Reports > Select Reports

BEGIN HERE: Before working with Select Reports, learn about the following modules —

Reports

KEY TOPICS:

  • Determine Select Report Settings
    • Global Settings
    • Report Group Settings
    • User Access Report Group Settings (Administrators only)
  • View a Report
  • Select Reports for Export
  • Clear a Current Filter


Select Reports to View, Print, or Export

On entry to Reports from the side navigation menu, the Select Reports list will display — as allowed by your user permissions and organized by Report Group.

Cross-reference: For a full list of available Reports, see: BALANCEtrak Training Guide.

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:

Report Group Filter on: Group Reports by:
Executive Summaries Date Range Yes
Referral Source Application Date
Show Referal Source by (URL, Question)
No
Requisitions Post Start Date
Post End Date
Employee Acceptance Date
Employee Start Date
Requisition Detail (Requisition Statuses)
No
Job Seekers Application Date
Requisition Status
Requisition Fields (as listed for Requisitions, above)
Job Seekers by Requisition
Referral Source Field (Questions, URL, Tracking Code)
Yes
Applicant Status
EEO Application Date
Applicant Status
Job Seeker Zip Code Analysis
  • (2000 Census Data, 2006-2010 ACS Tabulation Data)
Yes
Applicant Summary (Applicant Status, Job Group)
Job Seeker Zip Code Analysis (Zip Code, County, State, MSA)
EEO Counts (Requisition Number, Job Code)
History Activity Data
User History (Email Address, Activity Type)
Search History (Email Address, Search Type)
No

User Access Report Group Settings (Administrators only)

By clicking the ( [Group Settings] icon for User Access, reports can be run as follows:

  • User Access Log ( Run by User or [Business Unit] Code)
  • User Permissions ( Show Inactive Users)
  • User Profile Log (Email Address)
  • User Profile Log (Data Profile and Function Profile)

View a Report

First, from the page header, select to view reports in:

  • HTML

OR

  • PDF

If HTML is selected, reports will be displayed in a new browser window, one page at a time, with navigational tools available.

Reports in PDF format will open in a new window, allowing the report to be saved to another location. PDF format is the preferred option if you plan on printing the generated report(s).

Click the [View Report] icon to view a single report. From this page, you can also print the report.

Select Reports for Export

The following methods are available to check off the Reports you want to export:

  • Click the All link, located just below the Reports list header
  • Check the box in the Report Group header (selects all reports in the group)
  • Check the box adjacent to the Report Name
  • Deselect any selections by clicking the None link at the top of the page

Once one or more selections are made, click the [Export] button. The Report(s) will be exported, using Reports > Export Settings. You will be prompted to open or save the file(s), once exported.

Note: Depending on the browser or security settings, you may not be able to proceed with downloading the file. If this occurs, adjust the browser settings, or use a link that will appear on the page.

Clear a Current Filter

The Select Reports screen will include an upper banner, if a Filter has been set. Use the [View Filter] button to return to the Reports > Filter; or click the [Clear Filter] button to restore the default settings.