Filtering generic inquiry reports

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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.

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

To filter a generic inquiry 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.

To the right of the report headers, select the list icon. The Columns Configuration window appears.
From the Available Columns list, select the columns you want to add to your report, then click the right arrow icon ().

If you just want to see the employee's earned leave balances only select the Entitlement ID, Employee Name, Unit and Earned Balance columns.
Click OK.
To filter this information further and see individual entitlement balances for all employees, click the funnel filter icon () in the toolbar.
Click the plus icon ().
Click the Property drop-down and select Entitlement ID.
In the Value field, enter the entitlement ID you want to see.
This examples shows annual leave as the entitlement ID.
Click Save.
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.

Article ID: 39041

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Filtering generic inquiry reports