How to filter a report?

Important

HR Admin access required

How to Filter a Report.png

NOTE: If you are accessing Reports for the first time, check out 'Introduction to Reports' to get you started

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > REPORTS
  3. Select the report by clicking the name
  4. Click the filter icon (inverted triangle) on the top right section of the report
  5. Several filter options are available depending on the type of report
  6. Apply all necessary filters
  7. Scroll down and click 'Apply'
  8. Don't forget to click the 'X' button of the filter box to view the full report

NOTE: For custom reports, reach out to your Customer Success Manager

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