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Calyx Software
Reports
For example, to filter all loans between the amounts of $500,000 and $1,000,000, your
filter will resemble the following example:
7
Click
OK
to update the report.
The report is regenerated in the Point Report Viewer.
8
To add another filter level, create another filter and apply it to the report results.
For example, to filter all loans between $500,000 and $1,000,000 that funded after
April 24, 2007, your second filter will resemble the following example:
9
Repeat
Step 2
through
Step 6
until you are finished filtering data.
10
To return to the original report results, delete the filter criteria from the
Filter
dialog
box or regenerate the entire report.
Sorting
The sort function works much the same as a filter.
Note
After you click
OK
, the report is regenerated and the new results are
displayed.
The original results remain intact, but are not visible until the filter is
removed. A data file is saved when the report is saved.
