Filtering, Sorting, and Grouping

Filtering allows a user to narrow a report to include or exclude data to match the filter selection.

To filter data on a report:

1. Select a report column title or go to the Available Columns section in the Reports menu on the left-hand side of the screen and select a column type.

2. Drag and drop the selection into the Filters box. A pop-up immediately opens so a user can enter what filter to apply. 

To delete a filter selection, click on the "x"  on the right-hand side of the filter added.

Various filters can be applied to a report. To change the order of the filters, drag and move selections to the order needed.

Sorting allows the user to arrange the data in a specified order to analyze it more effectively.

To sort data on a report:

1. Select a report column title or go to the Available Columns section in the Reports menu on the left-hand side of the screen and select a column type.

2. Drag and drop the selection into the Sorting box. The report is automatically sorted in ascending order by the different values of the column selected. Click on the marker of the Sorting selected to change to descending order.

To delete a sorting selection, click on the "x"  on the right-hand side of the sorting added.

To change the order of the sorting selections, drag and move selections to the order needed.

Grouping allows the user to arrange the information that shares a similar element to better summarize data.

To group data on a report:

1. Select a report column title or go to the Available Columns section in the Reports menu on the left-hand side of the screen and select a column type.

2. Drag and drop the selection into the Grouping box. The report is automatically grouped in ascending order by the different values of the column selected. Click on the marker of the Grouping selected to change to descending order.

To delete a grouping, click on the "x"  on the right-hand side of the grouping added.

Various groupings can be applied to a report. To change the order of the groupings, drag and move selections to the order needed.