Generating a Report based off Filter Criteria

JDSpec13

Hi All,

I am attempting to generate a report off of a filter criteria in the main sheet. It is is a live document and we work off specific filter criteria's per person, but I want to generate a report based off the circled "Current Renewals" only, but when I go to to generate the report, the report takes all historical data from the sheet rather than the filtered criteria. Is there a way to bypass that so I can generate the report based only off my desired filter?

Andrée Starå

Hi @JDSpec13

I hope you're well and safe!

You would have to replicate the filter with a formula in a so-called helper column and use that as the criterion in the report.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @JDSpec13

I hope you're well and safe!

You would have to replicate the filter with a formula in a so-called helper column and use that as the criterion in the report.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!