Report Filters

 

Depending on the report selected, various filters are available to display only the desired data for the desired date range.  Available filters may include:

Division

Employee(s)

Date Range

Active/Inactive

Customer

 

 

 

 

 

Department

 

 

 

 

 

 

 

 

 

Division Filter

If your company has more than one Division, you may limit report results to one or more divisions.

Click to display a list of Divisions.  The list is sorted in the order selected in the Division field.

 

Highlight your selection(s) and click .

Employee Filter

You may limit report results to one or more employees.  (By default, all Active employees are selected.)

Click to display a list of Employees.  The list is sorted in the order selected in the Employee field.

 

Click on your individual selection(s) and then click .

To select all employees in the list, click .

Active/Inactive

By default, all Active employees are displayed in the employee list. You may also specify that "All" or only "Inactive" employees be displayed by making the appropriate selection in the Employee drop-down box.

 

Date Range

You may limit report results to a period of time by selecting the Start and End Dates.  Enter the dates directly or select them from the pop-up calendar.

 

 

Customer

Contains...

You may limit report results to particular customers.

 

In the Customer field, enter a letter combination included in the desired customer's name.  In the example, customer names that include "tion" are returned.

Starts With...

You may limit report results to particular customers by number or name.

 

In the Customer field, enter a letter or number that the customer starts with.  In the example, customer names that start with "a" are returned.  (Results are sorted by Customer Name.)

 

 

Department Filter

By default, all departments are selected.  You can choose to filter results by Department No or Department Description.

 

To filter results by one or more Departments, click  to display a list of departments and select the desired department(s).  The list displays departments in ascending order.

 

Highlight your selection(s) and click .