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Reports Filtering

There are several sets of filtering tools in reports that will alter the data displayed.  They are:

  • Viewing Dropdown
  • Filter by Budget
  • Filter by Year 
  • Custom Filter

Viewing Dropdown

The viewing dropdown in the upper right-hand side of the view, just below the main menu allows you to select which program to display in reports.  You may choose:

  • All Business Data, or
  • Filter to Desired Program / Profile

Filter Selections / Custom Filter

Second level filtering allows you to filter by:

  • Budget Name / Budget Year, or
  • Calendar Year, or
  • Custom:   Click, then use the calendar to select a start / end date

The second level filtering selection is mutually exclusive.  Choose one item by which to filter.

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