Report filters allow you to filter out unwanted data and only present data that includes selected employees, locations, cost codes, and/or entity categories for any report in ExakTime. This can be helpful in situations such as, but not limited to:
- Focusing on a specific category or selection of employees.
- Show work times for a single or specific location.
Every report has a 'Filters' section, which you can expand to select the data the report should reference. Any entity that is not selected and/or has an active/inactive status will be excluded from your report.
Table of Contents
- Click Reports from the menu bar.
- Select the report you want to use from the list on the left-hand side.
- The report filters will found on the right-hand side underneath the report specific options.
Understanding the Filters Menu
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Clear All Filters - Remove the current filter selections.
- This button will only appear if any entities have been selected for a filter. Clicking this button will set all filters to include 'All' entities. This can be helpful to ensure that there are no erroneously selected entities for your filters.
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Status - Use the drop-down menu to list entities based on their status. This can help you quickly focus on your active employees, only inactive, or all employees.
- If employees are already selected when switching from active to inactive or vice-versa, they will be removed but will return when switched back to the appropriate status.
- All/Selected - Specify between 'All' entities or only selected entities. Selecting 'All' while having an entity selected will "gray out" the selected entities and the filter will be ignored for the report.
- Entities Selected - Select the specific item(s) to filter for the report.
- Category Selected - Select the item category(s) to filter for the report.
Selecting An Item/Category for Filtering
- Click Add X to open the menu and select the entities to filter for your report.
- Select the entities that you want to appear in your report from the menu.
- Multiple entities can be selected to refine your report results. From the example below, the report will only show information that contains a combination of the employee "Matt Cook," employees with the category of "Temp" and the location of "Brentwood Remodel"
- Click View Report to generate your report based on your filters.
Common Issue from Filter
The message "Sorry, there's nothing to display for the report you requested" is a common message caused by using filters, but not selecting any entities for the filter.
- In the example below, filters are set to "Selected", but no entities have been selected resulting in a blank report.
- This can be resolved by either selecting an entity/category or clicking 'Clear All Filters'.
- If you still receive the error despite changing your filters, no data may meet the criteria for your report. Double-check that the data exists on the appropriate pages in ExakTime Connect for your report to reference.
You can learn more about the general use of reports from our dedicated article here.