Selecting a Filter to Apply to Summaries

Once you have created a filter, you can use it to filter the data in your summaries. You can select a filter in two ways:

• Via the Filter drop-down

• Via the Edit Summary window

Selecting filters via the Filter drop-down

Steps:

1. In the Analyze tab, select a summary from the Summary drop-down or create a new summary.

2. From the Filter drop-down, choose the filter to apply to the summary you selected.

 

Selecting filters via the Edit Summary window

Steps:

1. In the Analyze tab, select a summary from the Summary drop-down and then click the Edit Summary button or create a new summary by clicking the Add Summary button .

The Edit Summary window displays.

2. From the Filter drop-down, choose the filter to apply to the summary you are creating or editing.

 

3. Click OK to apply all settings.