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Work with Report Control (Web Client)

Report Control controls the reporting contents of all the reports. In the Report Control, you can define the sorting order and the filter conditions:


The AND/OR column that can be suppressed by unchecking the  Disable "OR" in Report Control in Company Setup, General tab.

When the AND/OR column is available, and if more than one logical operator is used in a statement, AND is evaluated first, and then OR.

From the Field Column, select the Field Name that you wish to filter. All the Field Name in the Report is available to select.

From the Operator Column, select the Operator for comparison.

Operators:

Equal                                  Show the data that is exactly equal the given value

Not Equal                            Show the data that is not equal the given value

Contains                             Show the data that contains in the given value

Not Contains                       Show the data that does not contain in the given value

Begin with                           Show the data that is begin with the given value

Between                              Show the data that is between 2 given values (use .. to separate the values)


In                                         Show the data that is in one of the given list of values (use , to separate the values), e.g.


Not In                                   Show the data that is not in one of the given list of values 

> or =                                  Show the data that is greater than or equal to the given value

< or =                                  Show the data that is less  than or equal to the given value

>                                          Show the data that is greater than the given value

<                                          Show the data that is less than the given value

 

Select  “And/or” when multiple conditions is given.

Select the Order by combo box to control the sorting sequence of the result (This is only valid in Excel Reporting)

Output To Excel - when available, when create an Excel File of the Report

Output To Grid - when available, will create the output and display the result inside a grid

Output To PDF - when available, will create a PDF file of the report

Output To Email - when available, will display the Output to Email preview screen and optionally send email to the employees.


Top Menu Report > Report Options


Column Selection - select the columns of the Excel Report

Excel Autofilter - when available and checked, will add the Excel Autofilter feature to each column heading.

Print with Gridlines - print grid lines on report when print to printer


Top Menu Report > Save as User Query

        Save the selected columns and conditions to create a new User Query 

Top Menu Report > Save Report Selections

        Save the selected conditions and column selections for later use. Saved Report Selections can be maintained in Personal Options

Top Menu Report > Load Report Selections

        Load the saved selected conditions and column selections
    
Notes:
  • Report Control can only filter rows!. i.e. whether to print 1000 rows or 10 rows on the report (filer by the given Conditions)
  • If each row is a specific employee, Report Control can filter employees, e.g. Employee Name begin with Chan
  • If each row is a specific Leave Date,  Report Control can filter dates e.g. Leave Date >= 2014/01/01 and Leave Date <= 2014/06/30

See also