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Report sorting

  • 7 December 2020
  • 8 replies
  • 1280 views

shmaryarichler
Freshman II
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When running reports, for example, the Customer Summary Report I cannot get it to sort by name. It always sorts by the customer ID. I change the sort in the Additional Sort and Filters and  I’ve tried to change the sort in the report designer but it still won’t sort it the way I want.

 

Any help will be appreciated.

 

Thanks,

Best answer by Vinay Koppula

@shmaryarichler 

Change the grouping in the report designer from Customer.AcctID to Customer.AcctName will sort the report by name. 

  Result: 


 

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8 replies

Vinay Koppula
Semi-Pro II
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  • Semi-Pro II
  • 125 replies
  • Answer
  • December 7, 2020

@shmaryarichler 

Change the grouping in the report designer from Customer.AcctID to Customer.AcctName will sort the report by name. 

  Result: 


 


shmaryarichler
Freshman II
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  • Author
  • Freshman II
  • 16 replies
  • December 7, 2020

Thanks. I tried that and it works now!

Follow up question. Why doesn’t the report allow me to change the sort option? Anytime I change it it still prints in customer name sequence. For example I want to print the AR sorted by amount. The report does not allow me to remove the default sort by customer name and add a sort by amount. Do I have to remove all sorting in the report designer?


Vinay Koppula
Semi-Pro II
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Sorting applies only for the details section of a report, but in customer summary report all the fields are defined in the group header which is why unable to sort the report in the UI.


Vinay Koppula
Semi-Pro II
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  • Semi-Pro II
  • 125 replies
  • December 15, 2020

Hey all, So I’m having issues trying to implement this on an Aging report. (AR631010) My client just wants to sort this report by Client name instead of ID. Every time I change the document to match the screens above the report just errors out. Any idea what I could be doing wrong? Thanks!

 


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  • Jr Varsity II
  • 35 replies
  • March 10, 2022

Try this one


Foujan
Jr Varsity II
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  • Jr Varsity II
  • 20 replies
  • February 8, 2024

Hello,

We have tried to ascend the AR Aging and AP Aging reports based on customer and supplier names.

In the grouping section of the report, both reports have a few grouping.

 

So, we had to change all ‘AccountCD’ fields to ‘AccName’.
And it worked perfectly! :)

 


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • March 4, 2024
dboes14 wrote:

Try this one

I need this and it worked perfectly! Thank you @dboes14 


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