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  • PreciseTime: Adding a Filter for Employee to Reports
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PreciseTime: Adding a Filter for Employee to Reports

Nathaniel Summers
2025-01-27
in InventoryCloud Getting Started

This article applies to: PreciseTime
Issue: Before running reports, the Report Parameters display the different filters that have been designed into the report. However, Employee is missing as a report parameter. This article describes the process for adding a filter to a PreciseTime report so that it can be filtered by Employee Number after the report has been run.

How to Add an Employee Number Filter to a Report

Once the filter has been added, you can:

  1. Navigate to: Report > All Reports
  2. Select the desired report, then “Design Report”
    In this example, we will be editing the Weekly Timecard Report

  3. Make Note of the Data Source
    Double click on the blue data band in the middle of the report
    Under “Data Source” make note of the selected Data Source.
    In this example it is: SpWeeklyTimecard
    You can then select “OK” to close this dialog.1738008519203.png1738008232225.png

  4. Create a New Filter Variable
    In the lower left, select “Dictionary”, then right click “Variables, and select “New Variable”
    1738008232273.png Set the Name and Alias to “Employee” Check “Request from User”
    For Data Source, choose “Data Columns”
    Set Keys to “SpWeeklyTimecard.employee_number”
    Then select “OK” to finish creating this variable.
    1738008232319.png
    Note how our data source was SpWeeklyTimecards, and this expression uses the employee_number field within that same data source.

  5. Add the Filter to the Blue Data Band
    Double click the blue databand
    Select “Filters” on the left
    Then select “Add Filter”.
    For “Field Is” choose “Expression”
    And use this expression:
    SpWeeklyTimecard.employee_number.Contains(Employee)
    1738008232365.png
    Note how our data source was SpWeeklyTimecards, and this expression uses both that same data source, and the Employee variable that we created

  6. Save the report
    Choose File > Save as, and give the report it’s own name.
    Example: Weekly Timecards by Employee

  7. You should now be able to run the report and filter the results.

*Note: The expressions in the instruction above have you make note of the data source. If you wish to add this kind of filter to other reports, the data source may be different.

How to Use the Employee Number Filter

Once the filter has been added, you can:

  1. Run the Report
  2. Select the employee Number in the upper left
  3. Select “Submit”
    This should show the new filtered results
    1738008232411.png

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