This article explains how to use the search and filter options in Protiv reports to quickly find the data you need.
Protiv reports are packed with valuable data, but finding the exact information you need can sometimes feel like searching for a needle in a haystack.
Don't worry, Protiv has your back! Our search and filter tools make it easy to pinpoint the data you're looking for. Here's how to use them:
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Search Fields: Each report has different search fields that allow you to filter the data by specific parameters. These fields may include:
- Payroll Period
- Worker Name
- ProPay Title
- Job Name
- Date Range
Just type in your keywords, and Protiv will magically filter the results to show you only the relevant data. ✨
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Filter Options: Most reports also have filter options that allow you to further refine your results. These filters may include:
- Status (e.g., open, pending, started, completed, approved, closed, canceled)
- Other report-specific filters
Combining Search and Filter Options 🤝
You can use both search and filter options together for even more precise results. For example, you could search for a specific worker's bonuses within a certain date range and filter by "Approved" status.
💪🏼 Pro Tip: If you're having trouble finding what you need, try using different keywords or adjusting your filters. You can also refer to the specific report's documentation for more details on the available search and filter options.