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# Table Format

The table format displays a Pipeline report with Name, Customer, Account Rep, Product Type, Process Type, Amount, Progress, Due, and Projected columns.

- Table Format: Select Reports in the left pane and select Pipeline. Select .

- Filtering
  - Select options in the Filter Types pane. Select Filter Types for Help information.

  - Select an option in the Split By list to filter the report by product type, process type, account rep, location, quarter, month, week, and day.

- Downloading
  - Select to download the table as an Excel spreadsheet.

  - Select Save to download the report to the Downloads folder.

  - Select Save As to specify a location and name for the file.

- Sorting: Sort the table in ascending or descending order by selecting a column heading.

- Reloading: Select Reload to update the table with current information.

Note:

- Select the arrow next to a category to display or hide line items.

- Select a line item to open the process for reviewing or editing.