Filters

Use the Filters page to create a filter for report data. You can slice and dice your data into many different views or hone in on specific information.

Create a Report Filter

Select Reports from the main menu.
Select Filters and select Add.
Add >> Filter window displays.
Example:
Type a Name.
Select Save.
Window refreshes and displays filter options.
Note: If you selected an existing filter instead of Add, you can select Copy and use the existing filter parameters to build a new filter. Values display in the expanded filters window.
Type the Name and click Save.
Filters window refreshes and information options display.
Example:
Select the Start increment and select the offset from now: Day(s), Week(s), Month(s), Quarter(s), Year(s), or Range.
Select Include and select the increment to include: Day(s), Week(s), Month(s), Quarter(s), Year(s), or Range.
Type the Range.
Select Fields to add using the drop-down list, i.e., Employees, Schedules, or Projects.
Drop-down list expands to include the records in that category.
Select each record you want to include.
Note: Multi-select capabilities are available for records.
Select Add >> to include the selected records.
Repeat for additional fields and Add >> selected records.
Select Save.
Fields and values display.
Select X to remove records and select other fields and records.
To delete the filter and start over, select Delete.