Changing the Sort for Reports

Updated by Cheryl Wallace

The Sort tab displays the default sort order for the report based on the type. Multiple sort orders are often displayed. An example is first sort by part number then by Item ID. Use this page to 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.

Sorts can potentially be grouped on the report. To do this, consider creating a custom version of the report.

Sort toolbar is displayed on the tab:

Add a new row to the bottom of the Sort Columns grid.

Refresh the Sort Columns grid, reverting to the original sort for the report.

Clear all lines in the Sort Columns grid.

Sort Columns grid

Sort By

Then By

The first row will be prefaced with Sort By. This is the initial sort for the report. All subsequent rows will be prefaced by Then By.

Column name

Select or displays a combination of table (data type) and column (field) name for types of information related to the report. These are the same as the fields available for Advanced Filters. Examples: Inventory - Part No, Inventory - Description.

Sort order

Choose from ASC (ascending or smallest-to-largest) or DESC (descending, or largest-to-smallest). Default value is ASC.

Delete the row for this sort order.

To add a sort to the end of the existing sort order
  1. Click on the toolbar. A row will be added to the bottom of the Sort Columns grid.
  2. Select the field column to sort by in the first list.
  3. If required change the default sort order in the second list.

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To insert a sort in an existing sort order
  1. Click on the toolbar. A row will be added to the bottom of the Sort Columns grid. Disregard the message "Duplicate sort columns not allowed." for the moment.
  2. Move the sort order above the new row down by setting the field column and sort order to be the same as the row above. Repeat this step for each row until reaching the row where the new sort order will be inserted.
  3. Change the new field column to sort by and the sort order.

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To replace the entire sort order
  1. Click on the toolbar. All rows will disappear from the Sort Columns grid.
  2. Click on the toolbar. A row will be added to the the Sort Columns grid prefaced by Sort By.
  3. Select the field column to sort by in the first list. If required change the default sort order in the second list.
  4. Add each required secondary sort.
    1. Click on the toolbar. A row will be added to the the Sort Columns grid prefaced by Sort By.
    2. Select the field column to sort by in the first list. If required change the default sort order in the second list.

See also:

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