Filtering generic inquiry reports

In Advanced People there are different ways to see and save information. One of those ways is using the customized reports known as Generic Inquiries.

These can be filtered to display the information you want to see on screen as well as exported to Excel for further customization to suit your business needs.

We have used the Entitlement Balances Generic Inquiry report as an example:

Select the list icon to the right of the report headers:

The list will show the columns that are available and selected for your report. In this case all columns have been selected.

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. 

If you just want to see the employees earned leave balances just leave the Entitlement ID, Employee Name, Unit and Earned Balance selected. 

To filter this information further and make it easy to see individual entitlement balances for all employees use the funnel filter in the toolbar shown below. 

You will need to click on the + and then select the 'Property' from the dropdown list to be Entitlement ID. 

The line should show 'Property' Entitlement ID and 'Value' for the Entitlement ID you want to see. In this example we have used Annual Leave. Click save and give your filter a name and select OK.

This creates a new tab with only Annual Leave entitlements in the list.

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.