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.
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 displayed in the grid.
| Field | Description |
| Column | Select a column by which to filter the data. The drop down lists the columns that appear on the report. |
| Operator |
Select an operator.
= Equals
≠ Not equals
‹ Less than
≤ Less than or equal to
› Greater than
≥ Greater than or equal to
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| 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. |
Other functions and features:
| Add Criterion | Add another row.
Select the logical connector (AND or OR) in the Logical field. Continue adding rows as needed.
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.
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| Delete Selected | Delete selected row.
Select the row, and then click the Delete Selected button. The row is deleted from the filter criteria.
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Click OK to apply the selected filter criteria to the report.
Click Cancel to close the dialog box without applying a filter.
| Reset | Reset report data.
Click to restore the report to the original view, removing all sorting and filtering that has been applied.
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