This article explains how to use the filters and options within a query.
For more information on the query builder itself, please see: http://help.peoplehr.com/reports-and-queries/queries-how-to-create-a-query
To browse a list of all of our query articles, please see: https://help.peoplehr.com/reports-queries-data
Once you have selected the information you wish to report on in the first page of the query, you can click 'next' to go into the filters page.
Here you can then filter on exactly you want to search for by each field you selected.
You can filter on all of your selected options or on any of the filters that you have chosen. Below you will find an explanation of each filter/option you can select and the best way to use them.
All/Any of the filters - And/Or:
This will give you option to let you search on all the filters entered or any of the filters entered. If 'All', the query will only look for employees that land in all areas you have filtered. If any, it will bring up any employee that meets at leats one of the filters.
The And/Or option works the same, but looks at when you are adding multiple filters on one field:
Free Text fields (Equals/Does not Equal/Contains etc.)
When searching on a free text field, such as Employee ID, Name, Address, etc. you can filter by the following:
You can search for part of the text using “Equals” which will match your results on that exact text you enter. The “Does not equals” enables you to rule out for any text you want to disregard.
You can do the same on “Contains”, “Does not contain”, “Begins With”, “Does not begin with”, “Ends with” or “Does not end with” if you want to search on or ignore any part of the text.
The “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present.
Date fields (Today, This Week, Last Year, Last X Days etc.):
When running a query with a date field, you can filter on the following:
You can then use the above filters to search results for specific dates and within date ranges.
The filter options highlighted in red will let you search on the relevant date within the given period.
If you wish to filter between two specific dates, please see the article linked here on the best way to do this: https://help.peoplehr.com/reports-queries-data/queries-filter-by-a-specific-time-frame
You can use the “Specific” option to search for an exact date using the calendar. The “Greater than” and “Less than” can be used to search before or after certain dates. “Before (Days)” and “After (Days) gives you an option to specify a certain amount of days before or after the date.
Once again, the “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present.
You can also use the “As-at” to show you how the information will have been returned as of that date.
You can also now filter on a certain about of days before or after the anniversary date.
When filtering on a drop-down menu from your People HR system, you are presented with the following:
The “Equals” and “Does not equal” filters will present you with the list of options from that specific area.
As previous, the “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present again using the dropdown menu options.
Remember, if you do not use the filter options, every employee will return in the report with the selected areas you have chosen.
Once you have selected the relevant areas you wish to filter on. You can then click “Next” to give the query a name and a description.
Then click 'Next' once again to run the report.
Once the report has been run, you can Edit your query to reselect your areas and filter on different options. You can choose the 'Options' to include leavers and/Or show history.
You also have the option to set yourself 'reminders' via tasks to run the query on certain days or dates and the ability to export the query to a CSV or Excel file.