Filtering Reports

If you're running a report that needs to be filtered, you'll need to make sure you include a column in the report that you can filter on, but that doesn't mean you have to have that column show on the final report. To hide a column, highlight that column in the Edit Columns tab, hit "Edit", and then check the box next to "Hidden Column".

Here are a couple of common filters we see:

Active Employees Only: If you want a report that only has active employees, you'll need the "Status" (from the Employee Data field category) to be included as a column in the report. Then, on the Report Filters tab, you can hit "Add New", select "Status" as the column, use the operator "In", and choose Active as the status to include.

Paid Employees Only: If you're running a report and only want to see information for employees who have pay during the time frame you're reporting on, you can add "Gross Wages" (from the Check Accumulations field category) to the report. On the Report Filters tab, hit "Add New", select "Gross Wages" as the column, use either the operator "> Greater Than" or "!= Not Equal", and value "0". This will make the report only pull lines with gross pay greater than (or not equal) to zero.

Hire or Termination Date w/in a Range: If you'd like to have a report that tells you employees who were hired in a particular date range, you can select "Hire Date" and add two filters. Both will use Hire Date as the column. The first will use operator ">= Greater Than or Equal" and variable value "From Date". The second will use operator "<= Less Than or Equal" and variable value "To Date". This will filter the report to only show hire dates between the "from" and "to" dates you select at report run time. You could do the same thing for terminated employees by selecting "Term Date" as the column to filter on rather than "Hire Date".

Specific Department(s)/Employee(s): If you'd like to see a report for information related to only certain departments, you can use the "Department Code" field as the column and then use operator "In" to include specific departments or "not in" to exclude specific departments. You could also do this for specific employees by using the column "Employee Name".


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