How can I filter data in a custom exporter to see only the information I need?

You can apply filters when downloading an exporter to generate more accurate reports.

Follow these steps:

1. Go toReporting> Exporters > Create Report.

2. Click onCreate reportor edit one from theMy reportstab.

3. Click onDownload.

4. Select thedate rangeyou need.

5. Applyadvanced filtersaccording to your criteria. You can use conditions such as:

   • Contains

   • Is equal to

   • Does not contain

   • Is empty

6. Complete the download with the filtered information.

Important:

• Filters are applied only at the time of download and do not modify the original template.
  You can combine multiple filters to segment the information more precisely.

• The following reports can have filters applied directly from the "download" icon
  Payroll, Document signing, Settlements, Pay slips, Employee master, Vacation balances, and Family group.

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🤖 This article was translated using artificial intelligence. View original article.