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  5. Filtering Reports

Filtering Reports

Many reports have a vast amount of information found within the columns and rows. To find something specific you are looking for, create a new filter.

To do this, click the Filter tab. This will give you a new menu where you can choose the column you'd like specified and the stipulations necessary for the filter to work. Once you have entered the details, click Add. You can add as many filters as needed in order to make the report concise and clearly defined.

 Filtering reports 1

Filters can be saved for future viewing; simply click Save after adding a new filter. This will allow you to keep the parameters previously set when viewing the report at a later time. You can delete saved filters from the list by clicking Remove.

 Filtering reports 2

For additional instructions on how to sort or export reports, see Sorting Reports and Exporting Reports.