Sort and Filter Reporting Screen Data

• Click the column heading once to sort the rows in ascending (A-Z; 1-2-3; Chronological; etc.) order .
• Click the column heading again to sort the rows in descending (Z-A; 3-2-1; Reverse-Chronological; etc.) order.

1. Drag a column heading onto the gray bar at the top of the table to collect rows in groups.

   

2. Click a group's Expand (down arrow) button to display the rows inside it.

   

3. Click a group's Contract (up arrow) button to hide the rows inside it.

4. If desired, drag the column heading back to its original position to undo the grouping.

1. Click the Column Chooser button to display a list of column names with checkboxes.
2. Uncheck a checkbox to remove a column from the screen. (Check a checkbox to display the column.)

1. Enter the desired character string in the Search field.
2. If desired, click the Clear Search (X) button to undo the search.

1. Click the Filter (funnel shape) button in the column heading to display a filter selection menu.

   

2. Complete any of these procedures to select the value(s) to be retained:

   Note: If no checkboxes are checked, all values are retained in the list.

   • Check a value’s checkbox to select it for retention.
   • Uncheck a value's checkbox to deselect it for retention. (It will be filtered out of the list.)
   • Check the Select All checkbox to select all values for retention.
3. Click the Close button in the menu's top right corner to close it.

1. Click the Filter (funnel shape) button in the column heading to display a filter selection menu.

   

2. Complete the following procedure to define a filter criterion:
   1. Select a condition (Is equal to, Starts with, etc.) from the Contains drop-down.
   2. Enter the desired character string in the field below it.
   3. If needed, click the aA button to toggle the case match control for the entered text.
3. If desired, complete the following procedure to define a secondary filter criterion:
   1. Select a connector (And, Or) from the And drop-down
   2. Select a condition (Is equal to, Starts with, etc.) from the Startw with drop-down.
   3. Enter the desired character string in the field below it.
   4. If needed, click the aA button to toggle the case match control for the entered text.
4. Click the Filter button to display the filtered list.
5. If desired, click the Clear Filter button to undo the filtering.

• Save a Layout

  1. Select the desired combination of filters, sorts, groupings, etc.

  2. Enter a name for the layout in the Default Grid Layout field.

     Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not.

  3. Click the Save button beside the field to save the current layout under the name in the field.

• Recall a Layout

  Select the desired layout from the Default Grid Layout drop-down.

  Note: Select the Default Grid Layout option to recall the default layout.

Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.)