On generic inquiry screens, you can sort and filter information so that it's easier to find what you're looking for.
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You can also export a generic inquiry to Microsoft Excel, letting you customise the information even more.
You can use any column or field as the basis for filtering a generic report
Simply click the Microsoft Excel icon (Image Added) on the toolbar of a generic inquiry screen.
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To change the columns on a generic inquiry screen
Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
To the left of the column headers, click the list icon (). The Column Configuration window opens.
In the Available Columns list, select the columns you want to add, then click the right arrow icon ().
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To remove a column from the generic inquiry screen, select it in the Selected Columns list, then click the left arrow icon ().
Click OK at the bottom of the Column Configuration window. Your selected columns are added to the generic inquiry screen.
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To add a filter
Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
Above the column headers, click the filter icon ().
In the Filter Settings window, click the plus icon () to add a new row.
In the new row, complete the fields. For example, the image below shows settings for a filter that only lists active employees on the Employees screen.
Click Save.
Enter a name for your filter and click OK. This name will be used on a filter tab on the generic inquiry screen.
In the Filter Settings window, click Apply. You can use your filter by clicking the tab on the generic inquiry screen. For example, in the image below, the filter is called Active Employees.
