How do I change the report criteria? (2023.08)
Change the report date range and filters on Manager Reports. Use the report criteria to filter data that is included in a report. For example, you can use the report criteria to list all of the employees in payroll or just include data for a single employee; change the report date range; and include or exclude information by department, team, position type, or In/Out status.
Before you get started
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You need to add the Manager Reports widget to My Dashboard. See the help topic titled How Do I Add the Manager Reports widget?
Showing the report criteria
The report criteria control is stored on the Settings pane.
Do this...
1. Find the Manager Reports widget and click the link to View Manager Reports.
2. Click Settings .
When you open Manager Reports, the Settings pane is pinned to the right-side of the page. If you can't see the Settings pane, click the Settings button. It's located in the upper-right corner of the page.
The Settings pane displays.
The options on the Settings pane will change based on the options that are available in the report. You do not need to click any buttons to apply the new report criteria. The report will update as soon as the report criteria is updated.
Showing employee detail
Some manager reports support the drill-down capability. You can tell when drill-down capability is supported, because the text will be blue.
Including terminated employees
Show information for terminated employees.
Do this...
1. Find the Manager Reports widget and click the link to View Manager Reports.
2. Click Settings .
3. Click to select the checkbox titled Include Terminated Employees.
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