Sort, Filter and Group Reports

  1. Go to Reports > click Report Builder > click Run Report on the report you want to Filter

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  2. Click the 3 Dots > select Ascending or Descending > to Sort the Report

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  3. Click the 3 Dots > select Filter > to Filter the Report

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  4. Drag a column header to Group a Report by a specific value

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  5. Click Save As to save a Version of the Report
  6. You can Load a Version of a Report by using the Select Spreadsheet dropdown and clicking Load

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