Filter

• Filtering helps you remove the rows that you do not need.

• To create a new Filter, complete the following fields:

  • Filter Column: Select the column you want to filter from the drop down.

  • Comparison: Select one of the operators

    =	Equal to
    <	Less than
    <=	Less than or Equal to
    >=	Greater than or Equal to
    >	Greater than
    <>	Does not equal
    Starts with
    Contains
    Date Range	Enter the start and end date desired in the appropriate fields.

  • Value: Enter the value

    • Note that the value entered must exactly match (both spelling and format) the criteria you are looking for - with exception to the use of the Starts with and Contains comparisons.

  • Click Add.

  • The filter values will now be listed below the Add button.

• To delete, click Remove to the right of the added filter.

• To replace an existing filter, enter the new Filter Column, Comparison and Value but do not< click Add. Instead click the Replace button by the filter you wish to get swap out.

• Multiple Filters: When using multiple filters, note the following additional actions that can be done:

  • Use the up and down orange arrows to the right of the added filters to manage the sequence. Filters that are higher in the listing will be considered first.

  • Between added filters, you can click the word And to change it to Or, and vice versa. This will change the relationship between the two filters.

    • Using And between filters will return data that fulfills both criteria.

    • Using Or between filters will return data that fulfills at least one of the criteria entered.