Filtering generic inquiry screens

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On generic inquiry screens, you can sort and filter information 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 column or field as the basis for filtering a generic report.

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 ().

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.

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 funnel 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, for a filter that only shows active employees:
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 screens