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Question

Different ideas for sorting by month in a summary report

  • January 13, 2022
  • 0 replies
  • 80 views

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When users are looking at reports, I think it looks nice and clean to list months in the following way:

December 2020
January 2021
February 2021

I have a formula field which displays in this format, and in table reports I can display this field, but then sort by a date field so my order looks like above.

However, Summary Reports you need to sort on your summary field. All I can think of is to make the name something like:

2020 (12)December
2021 (1)January
2021 (2)February

To sort in the correct order. I don't think that looks very good. Anyone else run into this and come up with a nicer solution?

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Mike Tamoush
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MarkShnierYou
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.. so you are unwilling to simply group by date and select Month to group by?

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Mark Shnier (YQC)
mark.shnier@gmail.com
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