Reporting+: How to Create Filters (with Examples)

Filters define the report criteria and can be used to eliminate the data you do not need in your report.

Advanced filter conditions allow you to limit the amount of data displayed in a report to further refine what data will appear.

Filters can be saved and reused for your given data source. For example, when a filter is created for the timecard data source, that filter can be reused for any future report you create utilizing the timecard data source. Alternatively, saved filters can be modified to include more conditions and/or even cloned.  

Create a filter

1. Click Add Filter next to the Filters box.
   
2. The filter window will appear so you can create your first filter.
   
3. First, give the filter a name. A custom filter name is required before the filter can be saved.
   1. Note: You cannot have more than one filter with the same name within a single report, but you can have the same filter name assigned to filters that exist in different reports.
4. Select a field from the dropdown. These are specific to your data source.
5. Select a condition to set your filter and refine your results. The following conditions are available and can be used with text, numeric, or dates:
   • Equals (=) Field is equal to a value you specify
   • Does not equal (≠) Field does not equal to a value you specify
   • Is Less than (<) Field is lower than a value you specify
   • Is greater than (>) Field is greater than a value you specify
   • Is less than or equal to (≤) Field is lower than or equal to a value you specify
   • Is greater than or equal to (≥) Field is greater than or equal to a value you specify
   • Contains Field contains a specific value you specify
6. The "Specify value" field is where you'll specify the type of data that you want in your filter. 
   1. Note: Filters include predictive search which allows the values to populate based on the field you selected. You can begin typing a value in the “Search value” field or select one from the populated list.  
7. You can choose an operator if you’d like to add more than one clause joined by an AND or OR operator. Having more than one clause in a specific filter will restrict more data results in your report.
   1. Filters with an AND operator restrict report results to data that matches all AND criteria.​ 
   2. Filters with an OR operator open report results to include data that matches any OR criteria.​ 
   3. Note: You can add up to a maximum of 5 clauses in one filter.
      
8. Click Create and Apply Filter to create the filter.  

Example: Using a filter in Reporting+

In this example, I want to create a report that includes all male employees who are from CA.

1. After I click Create New Filter, I’m going to give this filter a name and begin adding my filter specifications.
2. I can see that I’m working with the “Onboard data source,” so the fields I can choose from will be limited to onboarding data only.
3. I’ll choose “Home State” as my field, “equals” as my condition, and “CA” as my value. This will let the system know to only display employees whose home state is California.
   
4. I also want the report to only show employees who identify as male, so I'll select "AND" as the operator.
5. I’ll choose  "gender” as my field and "equals" as my condition since I know I want the system to populate male employees only.
   
6. Click Apply Filter to save the filter.
7. Click Preview to display the results. 
8. In the screenshot below, you can see that my report includes all employees whose home state is CA and who identify as male.