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.