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Dream Factory by TruBridge Ideas Portal
Status Already Exists
Categories 3R Management Suite
Created by Guest
Created on Feb 20, 2024

3R Review Information By Employee Report

When running the Review Information By Employee Report Template and electing only to report on Active Employee Status, terminated employees are still included in the data, but with no name attached. I've also chosen to Exclude Employees, but I should not have to go in and chose individual terminations as they happen as the report should just report on active employees only. This is a problem, also, because this is a saved report that is scheduled to run monthly so if those exclusions are missed and the report template not saved, those receiving the reports get misinformation.

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    Waylon Moody
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    Mar 4, 2024

    Functionality for this request exist in the form of utilizing our Custom Filter feature.

    Custom Filters can be used to further filter reporting to generate only data desired.