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.

You can configure new report-level filters in the report designer in the Filters slide-out panel, which you open by clicking Filters. A funnel icon is shown in the column header for fields that have filters applied ().

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 slide-out panel. If you don’t have the required access authorization, Dayforce shows an error message when you click the Filters button.

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

1. Click Filters.
2. In the Filters slide-out panel, 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 the checkbox beside the filter names of 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, then Run Preview to update the display.
7. Click Save.

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 Parameters slide-out panel. See Configure Parameters.

To configure a default parameter value in the report designer:

1. Click the Parameters button.
2. In the Parameters slide-out panel, click the Parameters tab.
3. In the Value field, enter the default values for the parameters.
4. Select the Editable checkbox to allow users to edit the value when they run the report.
5. Select the Required checkbox and users must enter a value to run the report.