You can filter data based on any column available within worksheet. You can create bespoke reports for different manufacturers or even different departments you can select more than one column to filter by.
Report Designer
In the example below, we will filter data so that only panels appear on the report:
- Navigate to the Report toolbar, under the section Report select Manage Report Designs select the report you want to edit and click Edit.
- Click
on the Report toolbar.
- On the Filtering dialog, scroll down the list and check Category.
- In the Value column, type Panel.
- In the Operator column leave the value as Equals.
Note: You can click on the field to select other operators. For text fields, you can select Equals or Not Equals. For numeric fields you can select Equals, Not Equals, Less Than, Less Than Equal, Greater Than or Greater Than Equal. - Click OK.
Note: When you generate (preview) a report, Report Designer informs you that data has been filtered by displaying a brief message on the right side of the Status bar.
Advanced report designer
- Navigate to the Report toolbar, under the section Advanced Report select Manage Report Designs select the report you want to edit and click Edit.
- Double click on the Data Band with the Condition that you want to filter by.
- In the Data window select the option Filters.
- Select Add Filter and this will open the fields that are available in that data band. Make your selections.
Note: To add an additional filter select Add Filter again and make your choices. This will open the option Filter Mode where you can select to have the filters as And or Or. - Select the tick box Filter On and click OK.