Two separate mechanisms decide which employees appear in a report: the status filter, which is required, and the organisation filters, which are optional.
The employee status filter #
It is required when creating the report and sets the reference population.
| Filter | Who is kept |
|---|---|
| Active on the chosen day | Employees in post on the report date |
| Active during the timeframe | Those in post at some point in the range, even partly |
| All | Everyone, leavers included |
The choice should match the report type: Active on the chosen day suits a point-in-time report, Active during the timeframe a period one.
Organisation filters #
Three assignments can narrow the population, picked from a list rather than typed:
- sub-company;
- office;
- department.
Each condition is set as equals or not equals, and several conditions stack.
Why a list rather than a free field #
The filter applies to the assignment identifier, not its label. A department name typed by hand would match no value and the report would come back empty — hence the picker.
