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How to Filter Report Data

Filter report columns like Excel and clear all filters at once.

Overview

When viewing a live report, you can filter columns in a similar way to Excel — useful for finding specific sites, engineers, or milestone values without changing the report setup.

Filtering a Column

  1. Open the report with View Report.
  2. On a column (for example, Job ID), click the small downward arrow to open the filter menu.
  3. Search for a value or tick/untick values in the list.
  4. Click OK to apply the filter.

Repeat on other columns to filter across multiple fields at once. You can filter any data type shown in the report.

Clearing Filters

Click Clear Filters at the top left to remove all column filters across the whole report in one step.

Next Steps

For filters that apply automatically whenever the report loads, see How to Add Conditions to Reports.