BALANCEtrak > Reports > Report Settings (Optional)
JUMP TO: Reports > Filter
- Choose Requisition Category to Customize
- Choose Fields to Include in Reports
- Select Reports for Viewing or Export
Customize Reporting by Selecting Data Fields
Because optional Report Settings may 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 Reminder: Under Reports, two modules control global reporting options — While Report Settings determine what fields to include as columns for a report type, Filter settings narrow and sort results by field values.
A third module, Export Settings, controls the format for exported report files.
Choose Requisition Category to CustomizeUsing the upper drop-down, select the report category:
- Open Requisitions
- Closed Requisitions
- Applicant Detail
- Requisition Detail
Choose Fields to Include in ReportsAfter the category is chosen (as described above), the available fields will display. Check off one or more appropriate fields, and click [Save]. Up to eight fields may be selected to appear as additional columns in reports.
Click [Save], which will apply the settings when the next report is viewed or exported via Select Reports.