Filtering Reports by Department, Position, Area & Employee

Filtering Reports

Most report and record screens (Attendance Reports, Payroll Records, Reports Hub) share the same filter bar so you only need to learn it once.

The Filters

• Department — pick one or more departments (multi-select)
• Position — pick one or more job positions
• Area — pick one or more physical locations
• Employee — opens a searchable picker to hand-select specific employees, useful for a small ad-hoc group that doesn't line up with a department

How They Combine

All active filters are applied together (AND, not OR) — e.g. Department = "Sales" + Area = "Downtown Branch" shows only Sales employees working out of the Downtown branch. Click Clear all to reset everything back to "All".

Tips for Accurate Reports

• Filters only narrow down data that's already correct — if attendance looks wrong for a filtered group, check their Timetable/Shift assignment first, not the filter
• Combine Department + a date range for a clean monthly departmental attendance summary
• Use the Employee picker for one-off audits (e.g. checking a specific employee's late history) instead of scrolling a large unfiltered list