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Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click...
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Transcript of Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click...
![Page 1: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/1.jpg)
Reports
Using MS Excel to Filter Reports
![Page 2: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/2.jpg)
The Report Screen
Click Reports
Select Date Range
Click Export
![Page 3: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/3.jpg)
MS Excel
• When Exporting to excel, select Open With Microsoft Excel
![Page 4: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/4.jpg)
MS Excel
• Screen Will Look Like This
Click Here
Then DoubleclickHere On Line
![Page 5: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/5.jpg)
MS Excel
• The Columns Are Now Expanded
![Page 6: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/6.jpg)
MS Excel
• Insert Row On Top
Right Click on Row 1
Select Insert From TheDrop Down menu
![Page 7: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/7.jpg)
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
![Page 8: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/8.jpg)
MS Excel• Now Select the Number/Name You Wish to Filter
First Deselect All
![Page 9: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/9.jpg)
MS Excel
From Drop Down SelectThe Target Object You Want To Filter For. (you can pick as many as you want) This Will Exclude All Other Objects
![Page 10: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/10.jpg)
MS Excel
• In This Case There Is Only One Call From This Number. It would Show More Calls If There Were More
![Page 11: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/11.jpg)
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
![Page 12: Reports Using MS Excel to Filter Reports. The Report Screen Click Reports Select Date Range Click Export.](https://reader035.fdocuments.us/reader035/viewer/2022062519/56649efc5503460f94c0ebc5/html5/thumbnails/12.jpg)
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.
• http://office.microsoft.com/en-us/excel-help/