Filter Snapshot Information

In this section, we will show you how to filter Snapshot information in Excel.

1. Open your PurchasePlus Snapshot report in Excel.

 

2. Highlight all the information in the spreadsheet using [Ctrl + a] on your keyboard and select [Sort & Filter] - [Filter].

 

3. You can now filter the information in the spreadsheet using any column using the [Drop-down] arrow.

 

4. You can then select the information you want shown in the Spreadsheet. 

 

In this example, now, only Purchase Orders from "Food" and "Beverage" departments are shown.

 

5. Your Snapshot report has now been filtered.