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Filters

Last updated: Thu, 27 Apr 2017 19:06:56 GMT
iOffice Support

Filters

The filters panel allows you to display any filters defined for the view. You can set the filter values and see the resulting change in the Reports View panel. 

 

  1. To hide the Filters panel, click the  icon in the top left corner of the panel. 

Figure: Filters Panel - Minimized

  1. Click the same  icon on the minimized panel to expand it again. 

 

Filters Panel - Maximized

 

There is also a drop-down menu on the right side of the maximized Filters Panel that allows you to perform three options:

  • Minimize All Filters: minimizes all filters selected for your report

  • Maximize All Filters: maximizes all filters selected for your report

  • Remove All Filters: removes all filters currently selected for your report

 

In the Filters Panel, you are also able to enter a Custom Filter Expression.

 

If your report contains more information than you want, you can filter it to display what you need. Conditionally filter report output by first selecting the column to use as a basis for filtering. Next, enter a filter condition, then a value for comparison. The server compares each field of the column to the value that meets the condition.

 

A list of conditions available for each type of column (numeric, date, and text) is listed below.

Numeric

Date

Text

Equals

Equals

Equals

Does not equal

Is not equal to

Is not equal to

Greater than

Is between

Contains

Greater than or equal to

Is not between

Does not contain

Less than

Is on or before

Starts with

Less than or equal to

Is before

Does not start with

Is between

Is on or after

Ends with

Is not between

Is after

Does not end with

 

Filtering Report Data

  1. As you run your report, click the column you want to use for filtering the report. 

 

Figure: Filter Report

 

  1. Click the . The Filter column appears. By default, Show all rows is selected. 

 

Figure: Filter Column

 

  1. To build your filter, click the radio button to select Show only rows where

  2. Select a comparison operator from the drop-down. 

 

Figure: Comparison Operator

 

  1. Enter a value for comparison with the data in the column and click the OK button.  The view of report changes to show your filtered output.  

  2. A small star icon appears in the heading of the filtered column, to the right of the heading text. To clear the filter indicator and once again display all the accounts, reopen the Filter column dialog and select Show all rows, then click OK

 

Sorting a Report

You may also sort your report information alphabetically in ascending or descending order.

  1. Click the column you want to use for sorting the report. 

  2. Click the  (sort ascending) or  (sort descending). The report refreshes and the data appears sorted by the selected column.  

 

Moving, Resizing, and Hiding Columns

Columns are easily moved, resized, and hidden in your report.

  • To move a column, click the column you want to move, then drag the column left or right into the new position. The  indicates where the column is placed.

 

Figure: Column Movement

 

  • In order to resize a column, click the column you want to resize, then drag the  until the column is the size you want. 

 

  • To hide a column, click the column you want to hide, then move your mouse over the  and select  Hide Column.    

 

Figure: Hide Column

 

Setting Output Scale

You can determine the display size for any report by using the report scaling options, located in the Report Viewer toolbar. 

  • Click to zoom in on the report.

  • Click to zoom out on the report.

  • Click  to open the Zoom Options drop-down menu, and select the percentage by which you want to increase or decrease the size of the displayed report. 

 

Navigating the Report

If your report has multiple pages, you can use the pagination controls to move through the report quickly.

To navigate the published report:

  • Use  to navigate to the previous page.

  • Use  to navigate to the next page.

  • Use  to go to the end of the report.

  • Use  to go to the beginning of the report. 

  • If you know the number of the page you want to view, enter the page number in the Current Page indicator box. 

 

 

Related Topics

Creating Reports