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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.

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

In the Column field, click to select a field by which to filter the data. The drop down lists the columns that appear on the report.

In the Operator field, click to select an operator.

1. Equals

1. Not equals

- Greater than

1. Greater than or equal to

1. Less than

1. Less than or equal to

In the Value field, 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.

To add another row, click Add Criterion, and then select the logical connector (AND or OR) in the Logical field. Continue adding rows as needed.

Note:

Using the AND operator limits search results, because the program looks only for records that contain both criterion.

Using the OR operator expands search results, because the program looks for records that contain either one criterion or the other, or both.

To delete a row, select the row, and then click Delete Selected. The row is deleted from the filter criteria.

Click OK to apply the selected filter criteria to the report, or click Cancel to close the dialog box without applying a filter.