AR Aging Report: Sort by Customer Name vs Customer ID

In order to use a field in sorting, you also need to use it in the report groupings.

I would find the group on the report that currently groups by BaccountID and add the AcctName field above that field in the grouping field selections. You can then add that same AcctName field to the sorting and it should display as needed. In Report Designer, the Groups and Sorting options are found on the right-hand context menu, under the “Data” section.

Hi,  

I tried that and doesn’t work either.

Its seems like a simple thing to do, sort by account name vs Customer ID, but its turning out to be quite the challenge to get it.

What does the error message tell you when you select “Show Trace”? That would likely be useful information as to the specifics of the error message.

Hi @SethB were you able to find a solution? Thank you!

Hello @SethB 

In Report Designer, click to open the Grouping Collection

Then open the Collection Editor for group4 

In the collection Editor for group4, click the ellipses at the end of the expression to open the expression editor.

In the expression editor switch out the AcctCD fields with the respective AcctName fields.

Once this is done, it may work, but like will need to check the next group under group4, groupCustomer, and switch out the AcctCD reference there also:

Our VAR figured it out, there was an issue with the report that was preventing this from working.   Once the other issue was resolved this solution worked.