Introduction

Quick Filter is used to filter your list of employees or reports to one Tracking Level item. This can be very handy if you often need to look at or generate reports for specific groups within your company.


Prerequisites

To set up a Quick Filter for a user account, you will first need a Tracking Level with a list of Items. (See Realtime Web - Set up Tracking Levels)


Instructions

  1. Go to "my settings" at the top right corner of your screen.
  2. Under Preferences, next to Quick Filter, select the Tracking Level you would like to use for your Quick Filter.
  3. Choose the default item to use for your Quick Filter. Recommended: [All]


To use Quick Filter, simply select the Tracking Level item you would like to see when you're in Dashboard, Timecards, Time-Off Requests, Timecard Sign-Offs, Employees, or Reports.