Report Filters and Sorting

Most reports have a Filter and Export icon to the far right of the Report Name.  If a report does not have filter capability, it is due to a report being “drilled down” to a point where no additional filter options are available or the original report results are at the lowest level so filtering is not possible.  If so, you will only see the Export icon.

A new multi-sort feature is available in most reports. When accessing a report, the down arrow on a column indicates it is the default sort.  The report sorts in descending order by that specific column.

Multi-sort works as follows:

If you are not holding the shift key
     • Clicking a new column sorts in descending order
     • Clicking again sorts it ascending
     • Clicking a 3rd time removes the sort
If you are holding the shift key
     • The same rules apply for each individual column
     • Columns sort in the order selected

Holding shift, selecting multiple columns, then selecting a column without holding shift resets the sorting to sort on that column descending, even if it was previously part of the multi sort.

Example: The default sort for the Sales Projections report is Publish Date descending. Holding down the shift key and clicking the Title column name sorts by Title within a specific Publish Date. Holding the shift key again and clicking the On Order column name, now sorts the On Order quantities by Title for the Publish Date.

Clicking another column name without holding down the shift key resets the sort to the column selected.  

The Rate of Sale report is non-sortable by design.

Click the Filter Icon for a Report popup to appear displaying all available filter options.  Click a filter option to expand the screen where filter choices are listed.  Click Save changes once selections are made.

New report results render using the filter selections chosen after Save Changes is clicked.

A Filter popup may display Select All, Deselect All when many filter choices are available.  The default is for all options to be selected.  You may want to Deselect All items and choose specific elements, or if it is easier, click Select All and deselect individual items.  When this type of filtering is performed, click the Apply button under the expanded filter view and click the Save changes button to save all filter options.

Better ISBN filtering has been added.  You may paste a block of ISBNs/EANs into the filter on detail reports from Excel, etc for ease of use.  Paste the ISBNs separated by a comma in the EAN filter search box, click Select All, Apply and Save changes.  The first 100 results found render in the detailed report.