Defining Report Filters

Defining Report Filters

This guide is intended for Employer Admin and Entity Manager users.

Reports can be further defined by adding additional reporting filters, found under the filter options:
  1. Equal to - value for a record is the same as the value entered in the Filter column.
  2. Not equal to - value is different to the value entered in the Filter column.
  3. Contains - includes the value entered in the Filter column. For example, the report can show all workers where the Latest Site contains “London”.
  4. Does not contain - does not contain the value entered in the Filter column.
  5. Has value - only displays report rows where the field contains a value (i.e. the record won’t be shown if the field is blank).
For a column where a lookup box is present, it can be selected to further refine reporting on that column, either via a True or False value or the name of the field being reported on. 

To select more than one filter for a column/field, click the green cross and either select from the options available or accurately type in the required filter in the text box provided.
Note: Only 5 specifically defined filters are allowed, i.e. those selected using the green cross or lookup box, which represent additional parameters. A warning message will be displayed if this number is exceeded
Date fields have additional filter options:
  1. Equal To - returns dates that match the date entered.
  2. Not Equal To - returns dates that are different to the date entered.
  3. Greater Than - returns dates after the date entered.
  4. Less Than - returns dates prior to the date entered.
  5. Between - returns dates between a start and a finish date. 
The Filter value for date fields selected from:
  1. Fixed Date - a fixed date or dates are entered. 
  2. Run Date Plus - dynamically sets the date to be relative to the report run date plus the number of days entered. For example, Run Date Plus 30 days will set the value to the report run date plus 30 days. 
  3. Run Date Minus - dynamically sets the date to be relative to the report run date minus the number of days entered.
To alter the report’s final structure, drag the arrows in the left column up or down to change the order in which the results will be displayed.

If a report is intended to be a Saved Report, the appropriate Set Value at Runtime? checkbox(es) can be ticked before continuing to allow certain data filters to be set only at the point of running the report. If left unticked, the report will refresh the data every time it is run. 

Click Continue and the report will be displayed on the next screen. If changes need to be made to the definition, click the Back button to make the amendments and then click Continue again.

The report can now be exported or saved.


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