Report Filters & Date Ranges

How to limit a report's scope by Location, Role, or Employee

James Denham avatar
Written by James Denham
Updated over a week ago

Most reports include filters which allow you to limit the data shown according to certain parameters. These vary based on the report you are looking at, but include:

  • Date

  • Employees

  • Locations

  • Roles

  • Scheduled and/or Actual (if you have Time and Attendance on your account)

  • Published and/or Unpublished

  • Totals Only

Date

Most of the reports allow you to select a date range to run the report for. These reports will have these date options shown at the top of the page.

The drop-down menu to the left contains a set of preset date ranges to help you quickly view certain dates. You can also use the selectors on the right to choose specific start and end dates for the report.

Filters

You can set your filters at the top of the page by clicking on the icons and menus.

Click on the icon to open the filter. This will show a popup allowing you to specify which items appear in the report.


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Simply click Apply to enable the filter.

To disable a filter, click on its icon, click Select All, then Apply.

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