How the Filters panel works
The Filters button shows a small indicator dot when filters are active, so it’s easy to tell when you’re not looking at a default view. Inside the modal:
Apply Filters applies your current selections and closes the panel.
Clear all resets active filters back to default (only visible when filters are active).
Filters are intentionally “apply-based” rather than “live” in many reports. This means you can choose multiple options (like staff + clients + shift types) and then apply once, instead of the report constantly shifting while you’re still selecting.
Common filter types you’ll see
Different reports have different filters, but the patterns are consistent. Common options include:
Date ranges and presets
Many reports allow presets like “This Week”, “Last Week”, “This Month”, “Last 3 Months”, plus a Custom Range option. Custom range usually enables Start Date and End Date fields.
Multi-select filters
Several reports support selecting multiple staff members, multiple clients, or multiple shift/task types. These often include search inside the dropdown so you can find the right names quickly, then tick/untick via checkboxes.
Status filters
Depending on the report, you may be able to filter by:
shift status (all / cancelled only / vacant only)
clock-in status (not clocked-in, not clocked-out, incomplete, completed)
claim/invoice status (approved/pending/rejected, etc.)
Filter chips and quick removal
Many reports show your active filters as small “chips” near the top of the report once applied. This makes it easy to remove one filter without resetting everything. For example, you might remove one client from a multi-select and keep the rest.
Report-specific controls
Some reports include additional “non-modal” controls like:
a week selector with previous/next buttons and a date picker (often aligned to Mondays for weekly reporting)
a search box in the header for quick narrowing (without opening the Filters panel)
These controls work alongside filters and are part of how the report defines its timeframe or grouping.
If your report looks empty or “too small”, the first thing to check is whether filters are active (look for the indicator on the Filters button) and then either clear them or adjust the date preset to a wider range.