BalanceAAP > Reports > Filters

OPTIONAL STEPS

Filter on Sectors

If you have created Sectors in the Reporting Structure section of your plan, you can set the filter to run reports on selected sectors. Only employees in the department or other drilldown values included in the sector will be included in the report calculations. See the Sectors section for more information on setting up Sectors.

From the Reports\Filter screen Select Sectors to run reports on specific sectors. Check off the sectors you wish to run reports on, and click Save. When reports are run, a separate report for each sector will be generated.

Filter on Drilldowns

If you have created Drilldowns in the Plan\Reporting Levels section of your plan, you can set the Filter to run reports on selected Drilldowns. Employees will be grouped by Drilldown level and report calculations will be run by each selected Drilldown level. See the Drilldown section for more information on setting up Drilldowns.

From the Reports\Filter screen select Drilldowns to run reports on specific drilldowns. Check off the drilldowns you wish to run reports on and click Save. When reports are run, a separate report for each drilldown will be generated.

Depending on where this filter is set, the results by Drilldown may be different. For example, if you have a drilldown that is spread across multiple Plan Codes, the drilldown report at the Master Plan will include results across all Plan Codes, whereas in a Sub Plan, the results will include only the records in the drilldown for that Plan Code.