To utilize filters to sort data in an Excel file,

  1. Generate the desired Excel report
  2. Open the report with Excel
  3. Click on the Data tab
  4. Click on the column(s) you would like to sort/filter
  5. Click on either A to Z or the filter button to sort your data depending on what range(s) you would like to see. An A to Z sort will sort data in a ascending order, Z to A descending. Use the filter button to apply filters so only desired data shows.
  6. For more information about filtering and advanced use see this article:

See Also
Create a excel report that includes donor information
Can I Export my Records to Excel?
Create a excel report that includes service hours history for a selectable date range