Sorting & Filtering Data Within Reports

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Sorting & Filtering Data Within Reports

 

AssetManage allows you to sort data within reports using whichever data field(s) you prefer.  To specify a field or fields by which to sort the report, go to

 

Reporting > Edit Report

 

and, when the Report Designer appears, click on the main table object, then select Sort Order from the Table section in the ribbon bar.

 

Report-Sort-5

 

Another way to select the sort field is to first: Click on the table object in the report.

 

The Properties window contains a Sort Order field

 

Asset-Report-Sorting1

The selection of Sort Order property, showing the available sort options.

 

 

 

Report-Sort-2

 

Click on the button with 3 dots (...) to bring up the Sort Order window.  From there select which fields to sort on.

 

Report-Sort-4

 

Table Sorting

 

When using groups in reports, it is important to sort by the grouping field.  So if you have a report grouped by Category, the report should be first sorted on the category field.

 

AssetManage also has a report filter, which allows you to set up parameters by which to select the data appearing in a report.  To access the report filter, select the Filter button on the ribbon bar.

 

 

Report-Filter-2

 

 

You can also specify a filter for an individual table:

 

Report-Filter1

 

 

When the Edit Filter Condition dialog box appears, follow the tooltips and the internal Report Designer help to create the filter, as shown below.  In the example below Asset.Category != "" specifies that assets without an assigned category should not be included in the report:

 

Report-Filter-3

 

 

The Edit Filter Condition dialog box, showing Variables and Functions.