Duplicated Data in Customized Reports Generator


 

When generating a customized report, you might encounter some duplicated data if the Report Builder filters were not applied correctly. In this article, you will find the steps needed to help you generate a customized report without any duplicated values.


How to Access Report Builder

Customized Reports Builder


Main Menu  Reports → General Reports  Customized Reports Generator 

On the Customized Reports Generator page, click the “Build a New Report” button.


Step 1: Active Filter 

 

On the Report Builder page,  under Employees, Health Insurance, Professional Data, and Salary Packages, you can find an “Active” check box. Check the “Active” box(es) under the type(s) of data  to add it as columns in the Report.

Once you check the “Active” box(es),  click on the filter icon 
Very-Basic-Filter-Filled icon on the right side of the page, then select “Yes “or “No” and click “Filter”. 

 

The active check box(es) are under Employees, Health Insurance, Professional Data, and Salary Packages. Below is how the  “Active”  filter works in these reports fields:

 

Active Filter Under Employees

Choose “Yes” to include currently active employees’ data, or “No” for terminated employees' data.

 

 

Active Filter Under Health Insurance
 
Choose “Yes” to include the active health insurance added to employees or “No” for expired Insurance info.


 

Active Filter Under Professional Data 

Choose “Yes” to include the currently active employees’ professional info or “No”  for expired employee professional info.

 

 

Active Filter Under Salary Packages

Choose “Yes” to include the currently active employees’ salary package info, or “No” for expired or previous salary package info.

 

 

Step 2: Salary Packages Status filter.


Some data may be duplicated if you include more than one salary package type in the generated report.

 

Under Salary Packages, you’ll find the “Salary Package Status” check box. 

Check this box to activate this filter, then click the filter icon Very-Basic-Filter-Filled icon  and select the status of the employees’ salary packages you’d like to include in the customized report.

 

 

Salary Packages Status

 

Approved & Added by HR

Select “Approved” and “Added by HR” to include all active packages in the report, as they can only be added through these filters. 

 

 

You can also select any of the other filters or multiple to include the Salary Package status(es) you want in your report.