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Use filters in queries

How can I make the correct filters for my report.

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Written by Joshua Shooter
Updated over 3 weeks ago

When you create a query, you can filter the data you want to show in the report.

The available filters are:

Filter

Role

All

To include all records that meet your exact filter criteria, select All.
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For example, if you add filters for first name John and last name Smith, only records named John Smith show on the report.

Any of the filters

To include records that include at least one of your filter criteria, select Any of the filters.
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For example, if you add filters for first name John and last name Smith, all records with a first name of John and all records with a last name of Smith show on the report.

And

To include all records that meet your exact filter criteria, and to add multiple filters to a field, select And.

Or

To include any records that meet at least one of your filter criteria, and to add multiple filters to a field, select Or.

Free text fields

When you search on a free text field, such as Employee ID or Name, you can filter by the following:

  • Equals: Search for part of the text which matches the exact text you enter.

  • Does not equal: Exclude any text you want to disregard.

  • Contains or Does not contain: Search or ignore any part of the text field.

  • Begins With or Does not begin with: Search or ignore the start of the text field.

  • Ends with or Does not end with: Search or ignore the end of the text field.

  • Is blank: Search fields that contain no data.

  • Non-blank: Search fields that contain data.

Date fields

When you run a query with a date field, you can filter on the following time frames:

  • Specific: Search for an exact date.

  • Greater than or Less than: Search before or after a certain date.

  • Before (Days) or After (Days): Specify the number of days before or after the date.

  • Is blank: Search fields that contain no data.

  • Non-blank: Search fields that contain data.

  • As-at: Return data as of a specific date.

  • Days before Anniversary or Days After Anniversary: Filter on the number of days before or after the anniversary date.

Drop-down fields

When you filter on a drop-down field from PeopleHR, you can select one of the following:

  • Equals or Does not equal: Select from a list of options in an area.

  • Is blank: Search fields that contain no data.

  • Non blank: Search fields that contain data.

πŸ“ŒNote: Queries with filters applied on holidays will always pull through requests that are approved/rejected/pending. You can use the Holiday Status filter to see this.

If you've created a query and wish to check the filters, open the query in question then go to the Filters page.

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