Filter a Report

Reports displays the reports available for viewing, printing, and/or exporting by category. All reports and receipts provide details on instructional materials tracked by the district (campus owned materials are not included).  Refine reports and receipts by Filtering and Sorting the data in multiple ways.

Filter a Report

Most reports allow TIPWeb-IM filtering.  Review how to export data into a spreadsheet for non-filterable reports.  There are eight total filters, four sets (Tabs 1, 2, 3, 4) of filters with two criteria per set.  Between each of the desired filter criteria, an AND statement or an OR statement must be selected.

1. Click on Reports.

2. Select the desired report category using the Select Report Category drop down menu.

3. Click on Filter, located on the desired report's row.  This opens the Reports Filters page.

4. Under the Set 1 Tab, select the first filter using the Please Select Report Filter drop down menu(s) and the desired filter criteria data.

   • If applying more than one filter, select the appropriate And/Or setting between the first and second filters.

   • If applying more than two filters, select the appropriate And/Or setting in the Set Box (located on the far right side).  This opens the next Set Tab, allowing the selection of additional filters.

5. Select Go.  This provides a preview of the respective report featuring the applied filters and sorts.

6. Select  Print to launch the report.  Depending on the file format of the report (most commonly a PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.)), use the respective file's application controls to view, save, or print the report.

NOTE:

The selected report name is displayed in the top left hand corner on the Filters page.

And/Or Settings:

• AND - combines separate search criteria together by specifying all terms must be present in the record (this narrows a search - since the more terms you join with AND, the fewer results will be returned)
  
  Example: Campus Adjustment Receipt filtered for all Paid campus adjustments AND for Dixon Elementary - provides a list of Paid campus adjustments for Dixon Elementary
  

• OR - separates search criteria by specifying either term may appear in the record (this expands the search to include each search criteria)
  
  Example: Campus Adjustment Receipt filtered for all Return Surplus adjustments OR Worn adjustments - provides a combined list of campus adjustments in the status of Return Surplus or Worn

When printing:

• PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.) files, the computer you are using must have a PDF reader installed (such as Adobe® Reader®).  

• XLS (Microsoft Office Excel spreadsheet format. XLS files contain rows and columns of cells and each cell can hold a data point.) files, the computer you are using must have MS Excel installed or another spreadsheet application which can open XLS files.