The Criteria and Filters sections allow you to Sort, Group and further filter your report.  

Using Criteria

Use the Criteria section to sort, group, organize and add column totals to your report.

1. Click anywhere on the blue Criteria bar to open the section. 
   

2. Choose Group By drop down arrow to display the fields you chose above in the spreadsheet builder. By grouping items together, the report will reflect that group separately from the other data.
   

3. Choose one field to group your report.
   
4. Continue your report customization by choosing the Sort by menu which also displays the fields you chose in the spreadsheet builder. The Sort by function will sort the report by that field.
   

5. Choose one field to Sort by for your report.
   
6. Choose a Sort order to sort your report in either Ascending or Descending order.
   
7. Choose Total All Columns to add a Total row to each column when applicable.
   
8. After all the criteria has been chosen, choose the Save button to save the report. Choose the Preview button to preview your report. Choose Clear to clear all fields and criteria. 
   

9. If Preview is chosen, the report will then be grouped and sorted as defined. The report can be exported or printed as normal.
   

Using Filters

The Filters section allows data to be added or removed from the report based on certain conditions. 

1. Click anywhere on the blue Filters bar to open the section. 
   

2. Choose the Field Name drop down menu to display the fields you chose above in the spreadsheet builder. By using filters, the report can be filtered to include or exclude certain information.
   

3. Choose a Field Name to create a filter.
   
4. Set a condition to apply to the selected field name. Conditions include:
   

1. Equal To
   
2. Not Equal To
   
3. Greater Than
   
4. Less Than
   
5. Greater Than or Equal To
   
6. Less Than or Equal To
   
7. Contains
   

5. Enter a Value to include in the filter. 
   

NOTE: If a date field is chosen for the filter, a date navigator window will appear to assist with date selection.

6. Choose APPLY for the selections to be saved.  
   

7. Repeat steps 3-7 to add additional filters as needed. Select the Apply button after each filter is created.
   

8. After all the filters have been added, choose the Save button to save the report. Choose the Preview button to preview your report. Choose Clear to clear all fields and filters. 
   

9. If Preview is chosen, the report will be generated using the filter(s) as defined. The report can be exported or printed as normal.