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 DoubleclickHere On Line

MS Excel

• The Columns Are Now Expanded

MS Excel

• Insert Row On Top

Right Click on Row 1

Select Insert From TheDrop 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 SelectThe 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.

• http://office.microsoft.com/en-us/excel-help/