Filtering is a powerful report customising tool that you can use to specify exactly what appears on a report. You can filter by date, by activity, by employee, or by any other criteria that you specify. This can be used to create virtually any kind of report you want. There are two levels of filtering:
1 Basic Filter - Basic filtering is performed by selecting from the Dates, From , To , and Custom drop-down lists under the Report Writer toolbar.
2 Advanced Filter - To filter a report in a more advanced way, use the Report Filter window. To open the Report Filter window, click on the Filter Icon, or choose Set Filter Options from the activities menu. The Report Filter window gives you full control over filtering your report.
To set up advanced filtering using the Report Filter window:
1 To open the Report Filter window, click on the Filter toolbar icon, or choose Set Filter Options from the activities menu.
If the Filter icon is disabled, it is probably because the report is not in Edit mode. Click the Edit icon to open the report in Edit mode.
2 Click the payroll item that you want to filter, on the left side of the window. Click the up or down arrows to display more payroll items.
3 In the Available Fields column, click to select the field to use as a filter. The field moves down to the Filter section below.
4 Select an operator command,
Operator Example
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< |
Less than |
To have a report show employees paid less than $500, you would enter GROSS<500 |
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> |
Greater than |
To have a report show employees paid more than $500, you would enter GROSS >500 |
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<= |
Less than or equal to |
To have a report show employees paid $500 or less than $500, you would enter GROSS <=500 |
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>= |
Greater than or equal to |
To have a report show employees paid $500 or more than $500, you would enter GROSS>=500 |
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= |
Equal to |
To have a report showing only the Sales department, you would enter DEPARTMENT= Sales |
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Or |
Alternative condition |
To have a report showing only the Sales and Marketing departments, you would enter DEPARTMENT=Sales Or DEPARTMENT=Marketing |
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And |
Additional condition |
To have a report showing Sales staff earning more than $500, you would enter DEPARTMENT=Sales AND Gross>500 |
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[ ] |
Brackets |
To have a report show the Sales and Marketing departments, you would enter DEPARTMENT=[Sales Or Marketing] |
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Not Equal To - Even though there isn't a button for Not Equal To, you can enter a Not Equal to code by typing ~= in the filter section. For example, To have a report not show terminated employees you would enter "EMPLOYEE STATUS ~= Terminated".
5 Enter a qualifier for the filter. For example, when you create a report showing employees paid more than $500, you would enter GROSS >500. In this case, "500" is the qualifier.
6 If you want a complex filter, select another operator, and repeat the above steps.
7 Click Save.