Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.

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Presentation transcript:

Reports Using MS Excel to Filter Reports

The Report Screen Click Reports Select Date Range Click Export

MS Excel When Exporting to excel, select Open With Microsoft Excel

MS Excel Screen Will Look Like This Click Here Then Doubleclick Here On Line

MS Excel The Columns Are Now Expanded

MS Excel Insert Row On Top Right Click on Row 1 Select Insert From The Drop Down menu

MS Excel Type Heading Names Into Newly Created Row Select Row 1 Headings Select Data From Top Ribbon Select Filter Notice the Drop Down at the Corner of each row

MS Excel Now Select the Number/Name You Wish to Filter First Deselect All

MS Excel From Drop Down Select The Target Object You Want To Filter For. (you can pick as many as you want) This Will Exclude All Other Objects

MS Excel In This Case There Is Only One Call From This Number. It would Show More Calls If There Were More

MS Excel In This Case We Chose An Agent John Wolfe. This Shows All of John’s Calls For the Selected Time Period Agents Have an * Next to the Name

MS Excel Many Options Exist by using Filters and Sorting. This Guide Show How To Filter Check For Help Guides On Line For More Information On How To Master Microsoft Excel.