Filtering Reports in Distributions

Reports can be filtered so that different end users receive data for different employees in the same distribution. This is particularly useful when setting up managers in distributions, as they may only be authorised to see information for their team / department etc.

To set up a report filter against an employee, they must first be set up in the reporting tab as a User in order to receive any distributions. Select the required User from the list on the left of the Reporting screen. If a specific User or File Destination is not selected then the filter will be applied for all Users or File Destinations.

To open the Report Options window, left click in the empty cell for in the Options column for that report. For this example we will be using the Payroll Register.
Within the Report Options screen there are a number of customisations available for altering the display of reports, however to filter the results we need to add a filter. To open the Filters screen click on the button to the right of the Filter By row.

The available filters will differ for some of the Standard Reports (e.g. the Pay Slip Report can be filtered by employees etc) however for the Payroll Register we can filter by Cost Structure. Expand the Cost Box Levels to get to the desired level of detail and left click to highlight / select a Costing. Multiple Costing's can be selected by holding the Ctrl key between clicks. In the above example only bottom level Cost Boxes have been selected, however any level can be used. When the desired Costing has been filtered click the OK button to return to the Report Options screen.

Only employees who meet the Costing conditions selected in the filter will be in the report sent to this user.