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Filter Report Data

Use a report pane or window to filter data in a report.

To filter report data

  1. Open a report pane or window.  

Current Placements report

  1. In the column to filter, click the Funnel icon. A list of options for the specified column appears.

Results tab - filter

(All): If selected, AIM doesn't filter the report.

(Custom): If selected, allows you to set custom filtering conditions.

(Blanks): If selected, AIM limits the report to accounts with a blank or null value in the specified column.

(NonBlanks): If selected, AIM limits the report to accounts that don't have a blank or null value in the specified column.

  1. Click any value other than (Custom). AIM closes the list closes and limits the report to the records that match the specified filter.

  2. To set custom filter criteria, do the steps to Set Custom Filter Criteria for a Report.

Related Topics

Report Options

Reports