Filtering

Filtering is a very powerful tool for data management, it gives you the ability to "Find a Needle in a Haystack", you often hear the term "Slicing and Dicing" of data, Filtering is a key set of Controls to understand this concept.

Access the Filter Controls by clicking on a Column Title Icon

Press the Filter Button to reveal the Filter Controls

There are multiple steps to setting a Filter:

Select a Statement from the Pick List (IE: Is Equal to)
Enter a Value in the Filter Box (IE: Santa Clara)
Press Filter to Execute (Returns only records that contain Santa Clara)
Use the And / Or Control to build a more complex Filter
Use the second Pick List to further narrow the Filter
Press Filter to Execute advanced Filter

Note: This is filtering approach utilizes "Boolean Logic" and is a foundation concept in SQL (Structured Query Language). This Filter Control builds an SQL Statement and executes it without you having to learn the programming language. Permanent filters can be created and added to customize most large reports, some Admin assistance is suggested for advanced report design.

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