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How to Filter Reports

Filters let you narrow down which employees are included in a report. Instead of manually deselecting people, apply one or more filter criteria and Timecloud automatically adjusts the employee selection for you.

Where to Find Filters

  • On the Reports page, look at the left column below the Date Range card.

  • The Filters panel contains collapsible sections for each filter type.

Available Filter Types

 

Filter

What it does

When it appears

User Groups

Filter by team or department

Only if User Groups are enabled for your organisation

Company Role

Filter by employee role

Only if Company Roles are configured

Contract Type

Filter by employment contract type

Always available

Approval Status

Filter by timesheet approval state (Approved or Awaiting Approval)

Only if Timesheet Approval is enabled

Job Layers

Filter by job or cost centre items

Only if Job Costing is enabled — one panel per layer
 
 
 

How to Apply Filters

  1. Click on a filter section header (e.g. User Groups) to expand it.

  2. Use the search bar inside the panel to find specific items quickly.

  3. Tick the checkboxes next to the values you want to include.

  4. The Employees list updates automatically to reflect your selections.

Screenshot 2026-04-15 at 2.44.31 PM

AND / OR Filter Logic

When you use more than one filter type at the same time, you can choose how they combine:

  • OR (default) — Employees matching any of your selected criteria are included.

    • Example: Selecting "Full-Time" under Contract Type OR "Sales" under User Groups returns all full-time employees plus all Sales employees.

  • AND — Only employees matching all selected criteria are included.

    • Example: Selecting "Full-Time" AND "Sales" returns only employees who are both full-time and in the Sales group.

To switch between AND and OR:

  1. Look at the top of the Filters panel.

  2. Click the AND / OR toggle to switch modes.

  3. The employee list updates immediately.

Screenshot 2026-04-15 at 2.48.11 PM

Special Filter Behaviour

Approval Status

  • This filter does not change which employees appear in the list.

  • Instead, it tells the report to include only data with the selected approval state (e.g. only approved timesheets).

  • It applies when exactly one status is selected.

Job Layers

  • Job layer selections are sent directly to the report when you download it.

  • They do not filter the employee list on screen.

Clearing Filters

  • Uncheck all selected items in a filter panel to remove that filter.

  • When no filters are active, all employees are selected by default.