Sorting a Summary Report

  • 0
  • 1
  • Question
  • Updated 12 months ago
  • In Progress
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?
Photo of Paul DeBonis

Paul DeBonis

  • 100 Points 100 badge 2x thumb

Posted 2 years ago

  • 0
  • 1
Photo of Rohit Agarwal

Rohit Agarwal

  • 552 Points 500 badge 2x thumb
Go to sorting section below and select Custom Order.
Select Sort By and from high to low.

See Picture Attached.

Photo of Kingsly SD Samuel

Kingsly SD Samuel

  • 786 Points 500 badge 2x thumb
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.
Photo of Paul DeBonis

Paul DeBonis

  • 100 Points 100 badge 2x thumb
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.
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.
Photo of Max Allen

Max Allen

  • 342 Points 250 badge 2x thumb
Are there any work-arounds for this?