Filtering, Sorting, and Grouping in Reports

In reports, you can filter, sort and group data by different column.

• Selecting the filters help you to streamline your search and have a quick view of the reports that you want to view. 
• You can select and prompt the filters that you want to display on your report output window. 
• You can do sorting in ascending and descending order. 
• Custom fields can also be sorted, filtered, and grouped. 
• Celoxis also provides you advanced filter options for all your reports.

For some helpful videos, click here.

To Filter, Sort, and Group reports:

1. From the main menu, click Reports > All Reports.
2. From the New Report drop-down list select a report template.
3. In the new pop-up, enter the name of the report in the Name* box.
4. In the Description box, type the description.
5. From the Visible to Users drop-down list, select the appropriate option with whom you want to share the report.
   
   • • Everyone in Workspaces: All users in the selected workspace can view this report 
     • -All-: All users in the organization can see this report. 
6. From the Visible to Clients drop-down list, select the clients with whom you want to share the report.
7. In the Filters tab, from the Add filter... drop-down list, select a filter. The selected filters are displayed under the Filter column.
8. Select the Prompt? check box if you want to display the selected filters in the report output window.
9. Do the following:
   
   • In the Filters tab, select one or more columns.
   • In the View tab, Sort By section, select a column from the Available options.
   • In the View tab Group By section, select a column from the Available options.
10. Click Save.