Configure Filtering

Reports can contain filters and parameters that define which data is returned in the report output. If the filters and parameters are editable, users can define values for them when they run and preview reports:

In the run and preview report dialog boxes, the topic-level parameters and filters are shown in gray, while the report-level filters are shown in black, as in the screenshot above. You can configure new report-level filters in the report designer in the Filters and Parameters dialog box, which you open by clicking Filtering. In this dialog box, you can also configure default values for the topic-level parameters.

A number in the green circle next to the Filtering button () indicates how many filters are configured on the report. Further, a green funnel icon is displayed in the column header for fields that have filters applied (). The number beside the Filtering button might be larger than the number of fields that have the green funnel icon because you can filter by fields that aren't included as columns in the report.

Add Filters

Before You Begin: If a report has filters on ID fields, you need Can Read access to the Reporting Relationship Keys access authorization to open the Filters and Parameters dialog box. If you don’t have the required access authorization, Dayforce shows an error message when you click the Filtering button.

To add a report-level filter to a report in the report designer:

1. Click Filtering. The Filters and Parameters dialog box opens. You can hover over each column in both the Filters tab and the Parameters tab to view its description.
2. In the Filters tab, click Add.
3. Configure the following options for the filter:
   • And/Or: Specify whether Dayforce should use the And or Or operator to join the filter to the one above. All of the filters with And selected must be met for the record to be included. Any of the filters that are included with Or selected must be met for the record to be included.
   • Field: Select the field you want to filter on. Fields are listed with the name of the entity so that you can identify which field you need to add if two have similar names.
   • Operator: Select an operator. The available operators depend on the data type of the field. See Filter Operators.
   • Value: (Optional) Enter a default value for the filter.
   • Compare to Field: (Optional) Select a field to compare to for the filter. For example, if you want to include only records where the value in the Base Rate field is greater than the Average Rate field, create a filter on the base rate field with the greater than operator and Average Rate selected in the Compare to Field column.
   • Editable: Select the checkbox and users can edit the filter value when they run the report.
   • Required: Select the checkbox and users must enter a filter value when they run the report.
4. (Optional) Group multiple filters. Click and hold the Ctrl key to select more than one filter, then click Group.
5. Click Apply. If auto-preview is enabled, the sample data is updated automatically.
6. If auto-preview isn’t enabled, click Preview to update the display.
7. Click Save.

In the following example, the user has added filters on two fields: Pay Amount, and Business Date. Pay Amount must be larger than 0, and the value isn’t editable. When users run the report, it will always exclude records where the pay amount is zero or less. The Business Date is required, so users must enter a value to run the report.

Configure Default Parameter Values

Parameters define which data is displayed in a report's output. Users can enter values for parameters when they run or preview reports. Advanced report writers can add parameters in the Filters and Parameters dialog box. See Configure Parameters.

To configure a default parameter value in the report designer:

1. Click the Filtering button.
2. In the Filters and Parameters dialog box, click the Parameters tab.
3. In the Value column, enter the default values for the parameters.
4. Select the Editable checkbox next to a parameter to allow users to edit the value when they run the report.
5. Select the Required checkbox next to a parameter and users must enter a value to run the report.