How do I report on the latest row of data before/after a data filter is applied?

Cintra iQ allows you to create and manage your own reports from within the Cintra iQ system. Once created, the reports are then available at the bottom right of Cintra iQ and can be used whenever required. You can create either a Listing or Payroll report definition to suit your needs. 

Go to Cintra iQ:

• Lower right-hand corner> Reports> Reports window> Listing/Payroll report
• Menu bar> Definitions> Reporting> Reports> Reports window> Listing/Payroll report

You can filter your records to extract specific data. The system will search for records that contain the field name that was selected in the Listing Definition/Payroll Listing tab as long as the same field name is in the applied filter. 

 

Example: 

I want to see a Listing report on the latest appraisals that were not completed, of employees: Sally Soloman (Employee ID 464) and Freda Forester (Employee ID 465) between 01/01 2009 and 01/02/2012. First I want to see all the data rows that have incomplete appraisals.

 

And then of those, see the latest data row(s) after the filter is applied.

 

 

To create a report containing All filtered data 

1. From the Available Fields pane of the Listing Definition tab, select the desired fields.
2. From the Data Filters tab, select the desired filter and add it to the Include Records belonging to All of: pane.

     Note:

   Ensure All is selected in the Historic Stack Tables - Latest Row Selection pane.

3. Click the OK button. The Definition is now updated and highlighted in the Reports window. 
4. Click the Run... button. The Filter Historic Dates pop up appears. 
5. Enter the desired As At date or Between and And dates. Notice which data filter is applied to the specified tables. 
6. Click the OK button. All the filtered appraisal data pertaining to the employees are displayed.

     Note:

   Employee 464's data row is blank because she does not have any incomplete appraisals as per the data filter. Whereas Employee 465 has two incomplete appraisals.

   

To create a report on the latest data before the data filter is applied

1. Return to the Data Filters tab in the Listing Report Definition window.
2. Select Latest - before data filter applied in the Historic Stack Tables - Latest Row Selection pane. 
3. Click the OK button. The Definition is now updated and highlighted in the Reports window.
4. Click the Run... button. The Filter Historic Dates pop up appears. 
5. Click the OK button. All the latest appraisal data pertaining to the employees are displayed. 

 

To create a report on the latest data After the data filter is applied

1. Return to the Data Filters tab in the Listing Report Definition window.
2. Select Latest - after data filter applied in the Historic Stack Tables - Latest Row Selection pane. Note: Ensure the desired filter is added to the Include Records belonging to All of: pane. 
3. Click the OK button. The Definition is now updated and highlighted in the Reports window.
4. Click the Run... button. The Filter Historic Dates pop up appears. 
5. Enter the desired As At date or Between and And dates. Notice which data filter is applied to the specified tables. 
6. Click the OK button. The latest record is displayed.

     Note:

   Employee 464's data row is blank because she does not have any incomplete appraisals. Whereas the latest data row is displayed for Employee 465.