6. Filtering

The Filter control narrows the whole report to one value without changing its layout — one sales rep's customers by month, say, or one region's products.

1. Choose what to filter on

   The first drop-down offers SalesRep, Customer, Product and your named categories, minus whatever the report is already laid out by.

2. Choose the value

   Pick the rep, customer, product or category value from the second drop-down — start typing to search a long list.

3. Apply

   Click Apply. The title gains a line naming the filter. Clear removes it.

A filtered report. The title confirms the filter, so an exported or shared copy still says what it covers.