Changing the Sorting on a duplicated report

Updated by Cheryl Wallace

The default sort orders will be copied to the report based on the type. Multiple sort orders are supported. An example is first sort by part number then by Item ID. Add additional sub-sorts, change the existing sort order, or remove a sort order.

Sorts can potentially be grouped on the report. Changing the sort order impacts the grouping on the report. Review the Layout before making changes to the Sorting to be aware of any consequences.

Groups are automatically sorted by the first column in the group regardless of the Sorting tab settings. To create different sort order within the group, move the column cell for the desired sort to the first position in the group on the Layout tab and save the change.

To modify the sort order on a duplicated report,

  1. Edit the report if it is not already in Report Edit mode by highlighting the report name and clicking .
  2. Click the Sorting tab.
  3. Make the desired changes to the sort order:
    1. To change a sort order field to a different sort order field, click the arrow in the list box to the right of Sort By or Then By and select the replacement sort order field.
    2. To add a sub-sort to the existing sort orders,
      1. Click to the right of Add Sort Column.
      2. Click the arrow in the list box to the right of Sort By or Then By and select the sort order field.
      3. Set the order of Ascending (smallest to largest, oldest to newest) or Descending (largest to smallest, newest to oldest).
    3. To remove a sort order, click to the right of the row.
    4. To inverse the order for a field, switch between Ascending (smallest to largest, oldest to newest) and Descending (largest to smallest, newest to oldest).
    5. To insert a sort order above one or more existing sort orders,
      1. Add a sort order to the bottom of the existing sort orders by clicking to the right of Add Sort Column.
      2. Set the new sort order to the same value as the one above by clicking the arrow in the list box and selecting the sort order field. Set Ascending or Descending based on the row above.
      3. Repeat step ii until existing sort orders have been moved down up to the point where the new sort order will be inserted.
      4. Click the arrow in the list box to the right of Sort By or Then By and select the sort order field then set the order to Ascending or Descending as required.
  4. Click to save the changes to the report.
After saving the modifications, preview the report to see the result of the changes.

Proceed to make the desired changes on the other tabs: Filtering, or Layout.

See this video discussing duplicating reports and walkthroughs of simple and complex examples.

See also:

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