Discussions

Expand all | Collapse all

Sorting a Summary Report

  • 1.  Sorting a Summary Report

    Posted 09-28-2017 19:06
    I have a summary report showing calls made by date.  Its summarized by date.  I am using the system create date as the grouping date.  The report sorts in asending order by default.  I am trying to get it to sort by desending order so the latest date is on the top.  How can this be done?


  • 2.  RE: Sorting a Summary Report

    Posted 09-28-2017 19:12
    Go to sorting section below and select Custom Order.
    Select Sort By and from high to low.

    See Picture Attached.

    Thanks


  • 3.  RE: Sorting a Summary Report

    Posted 09-28-2017 19:52
    On a summary report, you might have to go to the "default report setting" and set the "default sort order" in the way you wanted to get it appear correctly on your summary out put. I have not tried this, but do try and see. Hope it helps.


  • 4.  RE: Sorting a Summary Report

    Posted 09-28-2017 19:54
    I believe you are referring to regular reports.  I am working with a summary see the screen shot below.  I do not have such an option.


  • 5.  RE: Sorting a Summary Report

    Posted 09-28-2017 21:26
    When you have a Summary Report which is using the group by for the columns, then you cannot control the sort.

    Try removing the group by columns  (don't have to save, just to see the behavior) and you will see the option to sort.


  • 6.  RE: Sorting a Summary Report

    Posted 07-25-2018 07:50
    Are there any work-arounds for this?