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/