Filter Panels

Filters are listed on top or on side panel of the report.

Notes:

Click the down arrow to select from options in the filters and narrow down your results.
To deselect an item, click on the option again.
Some filters are radio buttons and you can select only one item. The items in these filters are indicated as round buttons .
Some filters allow multiple selections. To select multiple values in a filter, hold the Ctrl key as you check the square boxes .
Filters for the report may not have Blank as an option.

Data Panel

This panel displays the filtered results. To work with data in this panel:

Select an individual row in the table to highlight the item/row. Select it again to return to the full table view.
You can sort the data by column values, if the sorting is available for that column. Hover your mouse over the last row item in the column header and if a small black triangle appears , you can sort that column in ascending or descending order by clicking on your mouse.

Options for the Data Panel

Export Data to Excel

To export the data results to Excel, hover your mouse over the upper right hand side corner of the data table and a horizontal menu bar will pop up. Click the in the top right corner .

A drop down menu will appear with 'Export data' as one of the options. Select Export Data to work with the data in Excel.

Note : The exported data in Excel may not look exactly like the screen.

Focus Mode

To see the data in Focus Mode, hover your mouse over the upper right hand side corner of the data table and a horizontal menu bar will pop up. Click the option for Focus Mode It allows the visual to take the entire space in the report canvas. Full screen mode will persist until you exit out or click on on the top left hand side.
When in Focus Mode, click the in the top right corner and a drop down menu will appear with the following options:

You can export data, or see the data in a table by selecting the appropriate option.

Spotlight

Spotlight causes all other visuals on the page to fade so the selected visual is highlighted. To highlight a visual, click on more action and select

Drill Up and Drill Down

If the visual has the hierarchy, the menu will appear when you hover on the top left side of the visual. Turn on drill down first by selecting the downward arrow. The grey background lets you know that drill down is active. Selecting will expand another level of hierarchy. Selecting the double arrow drill-down icon takes you to the next level in the hierarchy. Selecting will take you one level up in hierarchy. The arrows will be greyed out if the option is not available.

Reset to Default

If you have made any changes, such as implementing filters or sorting the table, you have the ability to return the sorting and filtering to the report creator's default view. Click the Reset to Default image above the report in the Report Header:

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