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How to Use Reporting Filters

This article will provide examples of how to use filtering options in reporting

In this article we will review the filtering options available in reporting.  If you need assistance in creating a report please visit How to Create/View Reports

Create report

Once your report is created, you can use additional features to customize your report

Drag and Drop

Use the drag and drop feature to organize your report by column. To use this feature select on the column title and drag the title to the top row which reads, "Drag here to set row groups"

In this example, the drag and drop method was used to sort the Client report by city.

This feature also allows multiple columns to be added for filtering.

Filtering Columns

To filter columns, hover over the column you would like to filter

Depending on the column, corresponding options will populate in the drop down menu.  Select the option/s in which you would like to filter your report by. 

Your report will then filter to show only the corresponding data. Data can be reverted back by reselecting the options in the drop down menu. 

Change Order

Depending on the data field, you can change the order in which information appears. Select the arrow to change the order of the information (ascending/descending). 

Columns

The Columns feature also allows additional columns to be added or removed from the report.  You can also create Row Groups and change values.  More information can be found in the article:  How to Create/View Reports