Skip to main content

"And/Or" Filter Logic on Reports?

Is there a way on the Reports tool to dictate if I want my filters to layer on top of each other with an "or" methodology, as opposed to an "and"?

Updated over a month ago

There, unfortunately, is not. With each successive filter you add to a report, you are further limiting which onboardees show in your report results. For example, this set of filters on a report:

B963F070-8976-4757-AACA-36A41D1E0A59.jpeg


Would show only active employees for whom BOTH the W-4 and the I-9 have been “Accepted.” An employee with an Accepted I-9 and a W-4 in “Pending Review” status would not show.

In order to arrive at the data needed, it may be necessary to create multiple reports.

Did this answer your question?