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A On generic inquiry is a kind of report that lets you screens, you can sort and filter your data, making it easier to see the information you needinformation so that it's easier to find what you're looking for. You can also export a generic inquiry to Microsoft Excel, letting you customise the information even more.

You can use any entitlement ID column or employee name field as the basis for filtering a generic report.

This example shows how to filter the Entitlement Balances generic inquiry 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
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titleTo filter change the columns on a generic inquiry report
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  1. Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
  2. To the right left of the report column headers, select click the list icon (Image Added). The Columns Column Configuration window appearsopens.
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  3. From In the Available Columns list, select the columns you want to add to your report, then click the right arrow icon ().

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    If you just want to see the employee's earned leave balances only select the Entitlement ID, Employee Name, Unit and Earned Balance columns. 

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  4. Click OK.
  5. To filter this information further and see individual entitlement balances for all employees

    To remove a column from the generic inquiry screen, select it in the Selected Columns list, then click the left arrow icon (Image Added).

  6. Click OK at the bottom of the Column Configuration window.
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titleTo filter information on a generic inquiry screen
  1. Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
  2. Above the column headers, click the funnel filter icon (Image Modified)

    in the toolbar. 
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    . The Filter Settings window opens.
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  3. Click the plus icon ().

  4. Click the Property drop-down and select Entitlement ID.

  5. In the Value field, enter the entitlement ID you want to see.
    This examples shows annual leave as the entitlement ID.
  6. Click Save.
  7. Enter a name for your filter, then click OK. This creates a new tab in your report which only shows the entitlement ID you chose.
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 Article ID: 39041
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<div style="display: none;" data-swiftype-name="country" data-swiftype-type="enum">Australia</div> <div style="display: none;" data-swiftype-name="country" data-swiftype-type="enum">New Zealand</div>