A generic inquiry is a kind of report that lets you sort and filter your data, making it easier to see the information you need. You can also export a generic inquiry to Microsoft Excel, letting you customise the information even more.Here's an example of You can use any entitlement ID or employee name as the basis for filtering a generic report. | UI Expand |
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| title | To filter a generic inquiry report |
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| This example shows how to filter the Entitlement Balances generic inquiry |
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Select the list icon to the report, but you can also filter by a different entitlement ID or by a specific employee instead. To filter by a specific employee name, click the Property drop-down and select Employee name. |
- To the right of the report headers
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:- , select the list icon. The Columns Configuration window appears.
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The list will show the columns that are available and selected for your report. In this case all columns have been selected.  Image Removed
To remove columns you don't want to see, simply move the column headers to the available list on the left by highlighting and using the left arrow.  Image Removed
From the Available Columns list, select the columns you want to add to your report, then click the right arrow icon ( Image Added). | UI Text Box |
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| If you just want to see the |
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employees employee's earned leave balances |
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just leave only select the Entitlement ID, Employee Name, Unit and Earned Balance |
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selected Image RemovedImage Added - Click OK.
- To filter this information further and
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make it easy to - see individual entitlement balances for all employees
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use - , click the funnel filter icon (
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shown below- .
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You will need to click on the + and then select the 'Property' from the dropdown list to be Click the plus icon ( Image Added). Click the Property drop-down and select Entitlement ID.
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The line should show 'Property' Entitlement ID and 'Value' for the Entitlement - In the Value field, enter the entitlement ID you want to see.
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In this example we have used Annual Leave. Click save and give your filter a name and select OK. Image Removed
This examples shows annual leave as the entitlement ID.
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- Enter a name for your filter, then click OK. This creates a new tab
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with only Annual Leave entitlements in the list. Image Removed
This process can be repeated for any entitlement ID or you can choose to filter by a specific employee name by selecting Employee name from the 'property' dropdown list instead. - in your report which only shows the entitlement ID you chose.
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