Filtering Data in Reports

When you initially generate a report, and it contains more data than you need, you can narrow the data shown in the report by using filters that query the database. For example, if the initial date range was one month, you can change the filter to include just one week. Each report (except for the Queue Summary Report) contains at least one filter for refining the included data. The filters are located at the top of the report and can be changed at any time by entering information in the fields or selecting items from the drop-down lists. Generally, you can select to include all or one item from the drop-down lists.

See the individual reports for descriptions of the filters used for each.

  1. Open a report.
  2. Use the filter options at the top of the report to narrow down the included data.
    For example, select Consumer from the Product category drop-down list to limit the Application Status Summary Report to applications for consumer loans.
  3. Click Update report to filter the information included in the report and to regenerate the report display.
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