Format and Filter Reports

Learn how to create filters and apply conditional formatting rules 

1. Navigate to the reporting portal

2. Within the home page of the reporting portal, select 'View Reports' under the Reports subsection

3. Select the report to be formatted and filtered. For example - Invoices not yet closed

4. Click on a column headings of any of the columns to bring up column options. For example - Invoice Total

Format Report

Format Example - Highlight 'Invoice Total' data that is greater than $330.00

5. Hover over the table icon from the column options to bring up the formatting option

6. Click on 'Formatting...'

Format column pops up with the Basic Formatting tab selected

There are 2 formatting options 

1. Basic Formatting - Changes to style of the heading cells
2. Conditional Formatting - Conditional changes to the style of the column data

7. Select the Conditional Formatting tab

8. Click 'Add'

9. Define the Operator

10. Define the Condition

11. Configure desired column Format by editing relevant fields

The formatting configuration shown in the image above will highlight in orange all cells in the Invoice Total column if the values of the cells are 'Greater than or equal to 330'.

Results of the conditional format of the column shown below

Filter Reports

Format Example - Filter for rows where the "Invoice Issue Date' is after 2017-01-01

1. Click on a column headings of any of the columns to bring up column options. For example - Invoice Issue Date

2. Filter on the Funnel icon to enter into the Filter menu pop up

3. Select the 'Show only rows where' option

4. Select an appropriate filter condition by clicking on the condition field (default conditions may already be set - e.g. 'Equals'). For example - Is after

5. Input the condition value to the field next to the condition field. For example - 2021-12-22 00:00:00

6. Click 'OK' 

Results of the filter of the rows by the 'Invoice Issue Date' shown below

Tips and Troubleshooting

Repositioning Columns

1. Click on the headings of any of the columns to bring up column options.

2. Once the column options appear you will be able to click hold and drag the column into any position across the report