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 “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 “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 “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.