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Reports

Reports. Using MS Excel to Filter Reports. The Report Screen. Select Date Range. Click Export. Click Reports. MS Excel. When Exporting to excel, select Open With Microsoft Excel. MS Excel. Screen Will Look Like This. Click Here. Then Doubleclick Here On Line. MS Excel.

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Reports

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  1. Reports Using MS Excel to Filter Reports

  2. The Report Screen Select Date Range Click Export Click Reports

  3. MS Excel • When Exporting to excel, select Open With Microsoft Excel

  4. MS Excel • Screen Will Look Like This Click Here Then Doubleclick Here On Line

  5. MS Excel • The Columns Are Now Expanded

  6. MS Excel • Insert Row On Top Right Click on Row 1 Select Insert From The Drop Down menu

  7. 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

  8. MS Excel • Now Select the Number/Name You Wish to Filter First Deselect All

  9. MS Excel From Drop Down Select The Target Object You Want To Filter For. (you can pick as many as you want) This Will Exclude All Other Objects

  10. MS Excel • In This Case There Is Only One Call From This Number. It would Show More Calls If There Were More

  11. 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

  12. 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/

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