Interactively Filtering Report Output

If the report output contains more information than you want, interactively filter it to display just what you need. You conditionally filter report output by first selecting the column to use as a basis for filtering. Next, you enter a filter condition, then a value for comparison. The server compares each field of the column to the value that meets the condition. In the figure “Interactive Filtering Conditions” you can see the conditions available for each type of column: numeric, date, and text.

Interactive Filtering Conditions

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

To interactively filter report data:

1. As you run the type of report shown in the figure “Output of the Accounts Report”, click the column you want to use for filtering the report. Continuing with the example in Running or Creating a Simple Report, click the Phone column in the Accounts report.
2. Click the .

The Filter column dialog appears, as shown in the figure “Filter Column Dialog”. By default, Show all rows is selected.

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

the comparison operator drop-down and value entry box become active.

4. Select a comparison operator from the drop-down. For example, select Starts with to compare phone numbers starting with certain numbers.
5. Enter a value for comparison with the data in the column. For example, enter the area code: 408-

Filter Column Dialog
6. Click OK.

The view of the report changes to show the filtered output. For example, now the Accounts Report only shows accounts in the 408 area code.

Filtered Report Shows Only Accounts in Area Code 408

A small star icon appears in the heading of the filtered column, to the right of the heading text.

7. 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.
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