Summary

Filters allow you to display a specific group of employee records in Daily View. You can filter records by single fields or by a combination of fields in Employee View or Drill Down.

Important: You cannot use the Save Layout As option to save filters in Daily View.

Apply a filter

When you click the Filters button in the Grid toolbar, drop-down buttons appear in the column headers. You can filter records by any of these fields.

• If you click in Employee View and click the Filters button, then you can filter by any Details, Summary or Totals column headers, such as Code, Start and Totals Weekly.
• If you click in Drill Down and click the Filters button, then you can filter by any Drill Down column headers, such as Date, Reason and Position.

  Note: You can also filter by a combination of Employee View and Drill Down fields.

This example filters Employee View by location.

1. Click in the Employee View area.
2. Click the Filters button in the Grid toolbar.

   Drop-down buttons buttons appear in the Employee View column headers.

3. Click a Locn drop-down button in a day column.

   A list of every location used in that day appears.

4. Click the required location.

   Employee View now displays only employee records for that location. Daily View uses the following indicators to show that you have applied a filter:

   • The filter drop-down arrow in the Locn column header changes colour from black to blue to indicate that this column is filtered.
   • The Active Filter Bar at the bottom of the Employee View area displays filter information.

     

5. In the Active Filter Bar, click the cross button to clear the filter without saving it.
6. Click the Filters button in the Grid toolbar to remove the column header drop-down buttons.

Active Filter Bar

When you apply a filter, the Active Filter Bar at the bottom of the grid or area contains the following buttons:

Cross
Clear the filter without saving it.

Tick checkbox
Click the ticked checkbox to clear the filter and save it for later use in this session. Click the blank checkbox to reapply the filter.

Drop-down
Available only after you save a filter by clicking the ticked checkbox. Displays a list of filters saved in this session that you can select to apply.

Customize
Displays the Filter builder form that allows you to edit the filter.

Custom Filter

When you click "(Custom...)" in the Filter drop-down menu, the Custom Filter form appears. This example creates a filter to view only employees who clocked in between 08:00 and 09:00 (inclusive).

1. Click in the Employee View area.
2. Click the Filters button in the Grid toolbar.
3. Click a Start drop-down button in a day column.
4. Click Custom.

   The Custom Filter form appears.

5. In the first field, select is greater than or equal to.
6. In the associated text field, enter 08:00.
7. Click the AND option.
8. In the second field, select is less than or equal to.
9. In the associated text field, enter 09:00.
10. Click OK.

    

Employee View now displays only employees who have a start time between 08:00 and 09:00 (inclusive).

When you create a Custom Filter for a non-numeric field, the drop-down options include "like" and "not like". You can use the following wildcard characters with these options:

• Underscore (_) to wildcard a single character. For example, SALES_ would display records for SALES1 and SALES2.
• Percentage sign (%) to wildcard a series of characters. For example, SALES% would display records for SALES1, SALES2, SALESMGR and SALESHELP.

Apply multiple filters

You can use multiple filters to select a very specific group of employees. Based on the previous examples, you could apply the location filter and the start time custom filter to display only employees who worked in the specified location and started between 08:00 and 09:00 (inclusive).

Save Custom Filter

You can save custom filters. This example shows how to save the custom filter created in the previous example.

1. Click the Customize button in the Active Filter Bar.

   The Filter builder form appears.

2. Click Save As.
3. Navigate to the folder you want to save the filter in.
4. Enter an appropriate File name, such as "DVStart8-9.flt".
5. Click Save.
6. In the Filter builder form, click OK.

Open saved Custom Filter

You can open saved custom filter. This example show how to open the DVStart8-9.flt saved in the previous example.

1. In the Filter builder form, click Open.
2. Navigate to the folder that DVStart8-9.flt was saved in.
3. Double-click DVStart8-9.flt to load it.
4. Click OK to apply the filter.

You can also edit and save your filter.

Filter builder

The Filter builder form contains the following features:

Filter
Click this button to display the following options:

• Add Condition - Add a condition to the first level of the list.
• Add Group - Add a lower level of conditions with a separate relationship.
• Clear All - Clear all conditions from the filter.

AND, OR, NOT AND, NOT OR
Defines the relationship between conditions on the same level.

...
Click this button to display the following options:

• Add Condition
• Add Group
• Remove Row - Remove the condition on this row and any lower level conditions associated with this row.

(Field)
Click this part of the condition to see a list of fields currently displayed in the grid or window.

(Operator)
Click this part of the condition to see a list operators that now include "in", "not in", "between", and "not between".

(Value)
Click this part of the condition to enter a value.

press the button to add a new condition
Click this button to add a condition to the end of the list. The level of the new condition is determined by the level of the last condition in the list.

Open
Open a saved filter (*.flt).

Save As
Save the current filter.

Note: You cannot save filters in hosted environments, such as PayGlobal Online Services.

OK
Apply the current filter and close the filter builder.

Cancel
Close the filter builder without saving any changes.

Apply
Apply the current filter.