Add search, filters, or summaries

This topic describes how to add a search/find field to reports and enable filters or summaries for column data.

Add a search field to reports

1. Under List Options, click Settings.

2. Add a check mark beside Search Box.

1. Click OK.

2. (Optional) Save your search preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Settings.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Add filters to columns

1. Under List Options, click Settings.

2. Add a check mark beside Filtering.

1. Click OK.

2. Use the filters to filter data in columns.

1. (Optional) Save your filter preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Settings.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.

Add summaries to columns

1. Under List Options, click Settings.

2. Add a check mark beside Summaries.

1. Click OK.

2. Use summaries to show the Average, Count, Maximum, Minimum, and Sum values at the top of dollar value or quantity columns.

1. (Optional) Save your summary preferences for the report:

   1. Under List Options, click Memorize.

   2. Select Settings.

   3. Click Save.

The Memorize button under List Options does not save the report as a custom report. It only saves column layout preferences and settings.