How to setup report pre-filters

Report pre-filters reduce the amount of information requested prior to creating a report so you can get the information you need faster!

The following reports also require a pre-filter choice of either an accrual policy or payroll instruction prior to being run.

• Employee Accruals by Pay Run
• Employee Accruals Journal
• Pay Runs

Pre-filter Steps

1. Choose the type of filter, for example Accrual Policy

2. Select the items to included by highlighting and moving to the left with the arrows; then select Save.

3. Submit the report

 

More details

• A different set of pre-filters will populate depending on the type of base report you are running.

•  The pre-filters include:

  • Range Filter- click the radio box by the criteria of your choice

    • When using  Pay Run, select the specific pay run number from the drop down list.

    • When using Date Range, enter the Start Date and End Date where data will be returned from. (You can also click the calendar icon to use the date picker.)

  • Employee - specify either a specific employee(s) or everyone in the company

  • Department - use the selection tool to choose one or more departments.

  • Accrual Policy - use the selection tool to choose one or more accrual policies.  Note the results may also be affected by choosing a Payroll Instruction, and vice-versa.

  • Payroll Instruction - use the selection tool to choose one or more payroll instruction.

  • Employment Status -  by default all employees will be included; use this tool to choose only active, or terminated employees for example.

• After choosing submit with your pre-filter choices, if you save the report after running it the pre-filters will also be saved.