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Change what you see in report tables

Format tabular reports so you see exactly the data you need.

This information can be used with any report that includes tables, although not all of this functionality is included in all tabular reports.

On this page:

See this page for help with:

  • viewing other pages of the report

  • changing the date range

  • undoing or redoing your changes.

Use filters to change the data you see

There are two kinds of filters you can use to change the data you see in your tabular report.

Some reports include the Options panel. Make your selections, then click the Apply button at the bottom of the page to refresh the report so it includes only the selections you’ve made.

The Options panel

The other option for filtering tabular reports is to use the column filters.

  1. Click on the column you want to use to filter the table.

  2. The column controls appear at the top of the column. Click the funnel icon to see the filters panel.

The funnel icon
  1. Select the options that reflect what you want to see in the table. For example, in the case below, the table will show only rows where the Status contains the word “Approved.”

  2. Click OK to save your changes, and refresh the report with the new settings you’ve chosen.

The Filters panel

Change the column formatting

  1. Click the table icon and select Formatting… to see the Format column panel.
Choosing Formatting from the dropdown menu
  1. Set the formatting options the way you like. You can even change the title of the column if you wish.
The Formatting panel

You can format multiple columns without closing the Format column panel. Simply click the Previous Column and Next Column buttons to move between columns you want to format.

  1. Click OK to save your changes, and refresh the report with the new settings you’ve chosen.

Hide a column

  1. Click on the column you want to hide.

  2. The column controls appear at the top of the column. Click the table icon and select Hide column.

  3. The report will automatically refresh to reflect this change.

Hide a column

Sort the table on a column

  1. Click on the column you want to use to sort the report data.

  2. The column controls appear at the top of the column. Click the up arrow to sort the data in ascending order. Click the down arrow to sort the data in descending order. 
Sorting the table on the basis of a column
  1. The report will automatically refresh to reflect your change. An arrow will appear at the top of the column to remind you that this is the column on which the table data is sorted.

  2. To sort the data on a second column, select it and click the sort order you want.

  3. To undo any sort, click on the same sort again. This will deselect it.

You can sort the data using as many columns as you like. The sorting order is applied to the data in the order in which you select and sort the columns.

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