How To: Filtering the Report by Job Class (05-41-08)

Overview

If Job Class Codes are set up for your employees (Field 12 of Employee Master Maintenance (10-20)), you can filter the Sales by Sales Associate report by job classes. You can choose to include only certain job classes or choose to exclude specific job classes.

Step-by-Step

1. Click the Define Columns and Job Class button at the bottom of the screen.

Click image to enlarge.

2. The Definable Columns and Job Class setup box appears. Under the ‘Job Class Selection’ heading, click the ‘Include’ radio button if you want to include only certain job classes. Click the ‘Exclude’ button if you want to exclude specific job classes.

3. Enter up to five job classes in the blank fields.

4. In the ‘When Job Class is Blank’ field, select ‘Include’ and employees that do not have a job class code assigned to them will be included on the report. Select ‘Exclude’ and any employee without a job class code will be excluded from the report.

5. Click Ok to return to the main report screen.

6. Click Refresh to update the report results using the job class filters that you just set up.