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academy:student:overview_sort_filter_reports


Some reports can be sorted and/or filtered once they are generated. The Sort/Filter button is displayed at the top of the report if the feature is available for the report.

A Reset button will be displayed next to the Sort/Filter button.

Some reports may only have a Sort button. Other reports may only have a Filter button.

User Created Report with Sort Filter and Reset buttons circled

Sort


You can sort data to make it easier to review or find records in the reports. Not all reports allow this option.

In the report window, click Sort/Filter to open the Sort/Filter window. By default, the Sort Criteria section is expanded. If not, click Sort Criteria.

Sort Fileter pop-up window with Sort criteria expanded

(Left grid) Columns Available for Sorting

Click the field by which you want to sort, and then click right arrow. The field moves to the right grid. Continue moving fields to the right grid as needed.

(Right grid) Sort Columns

You can rearrange the fields to indicate the order in which you want the sort applied. Click a field name, and drag it up or down to a new location.

• In the right grid, for each field, indicate if you want that data sorted in ascending (e.g., A-Z, 0-9) or descending (e.g., Z-A, 9-0) order.

• To remove a field from the sort, select the field, and then click left arrow to move it back to the left grid.


Select the Sort Criteria check box and click OK to apply the selected sort criteria to the report.

Click Cancel to close the window without re-sorting.


To restore the report to the original view, click Reset on the report page.


Filter


Filter

When you want to view only certain data, you may find it useful to filter the report data. You can use specific criteria to retrieve only the data that you want. Not all reports allow this option.

From the report window, click Sort/Filter to open the Sort/Filter window. By default, the Sort Criteria section is expanded. Click Filter Criteria to expand the Filter Criteria section.

Sort Filter pop-up with Filter Criteria expanded

If the report does not allow sorting, the Filter button is displayed instead of the Sort/Filter button, and sort criterion fields are not available.



Click Add Criterion to add new filter criteria. A blank row is added to the grid.

Column

Select a field by which to filter the data. The drop down lists the columns that appear on the report.

Operator

Select an operator.

= Equals
≠ Not equals
› Greater than
≥ Greater than or equal to
‹ Less than
≤ Less than or equal to

Value

Type the value by which you want to filter. For example, if you selected a date in the Column field, type a date to view only data for a specific date.

Note: When filtering report data by date, you must use the following formats:

• If the date is displayed in the MM/DD/YYYY format, the filter value must be in the YYYYMMDD format.
• If the date is displayed in the MM/YYYY format, the filter value must be in the YYYYMM format.
• If the date is displayed in the MM/YY format, the filter value must be in the YYMM format.


Add Criterion Add another row.
Delete Selected Delete selected row.


Click OK to apply the selected filter criteria to the report.

Click Cancel to close the dialog box without applying a filter.

NOTE: Some applications allow you to filter by specific data:

In Test Scores, you can filter report data to include only students who are enrolled in special programs. When filtering report data for At Risk, PRS, and GT programs, you must select 1 (Yes) or 0 (No) in the Value field. For example, if you filter report data for the At Risk program by selecting Equals in the Operator field and Yes in the Value field, no data is displayed; however, if you select 1 in the Value field, the At Risk data is displayed.


To restore the report to the original view, click Reset on the report page.

academy/student/overview_sort_filter_reports.txt · Last modified: 2020/07/08 13:51 by 127.0.0.1