BalanceTRAK > Report Settings (Optional)
- Choose Requisition Report 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 sub-tab and read the article below, prior to viewing or exporting a report. By selecting Requisition Fields (where applicable), and values within those Fields, you can globally tailor the reporting output to hone in on particular areas of interest.
Quick Tip: Report Settings apply to the four Reports listed in the bullets below.
Cross-reference: Reports > Filter settings can be applied to narrow and sort results by Field values.
Choose Requisition Report to CustomizeUsing the upper drop-down, select the report:
- Open Requisitions
- Closed Requisitions
- Applicant Detail
- Requisition Detail
Choose Fields to Include in ReportsAfter the report is chosen (as described above), the available Fields will display. Check off one or more, 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 Reports.