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Custom Report "Freight Out Expense" – Sort and Filter Not Working

  • April 4, 2025
  • 4 replies
  • 63 views
S
Freshman I

Hi everyone,

We have a custom report titled "Freight Out Expense" that only has two parameters: From Date and To Date. However, the additional sort and filter options within the report don’t appear to be working when the report is executed.

Has anyone encountered a similar issue or can provide guidance on how to troubleshoot this?

Any help would be appreciated. Thanks in advance!

 

Best answer by BenjaminCrisman

​@ssantillan The way the functionality works is that the Additional Sort and Filters will never adjust the behavior of sorting within a group. This is done only via the grouping in the report and can’t be controlled outside the report from the UI.

The only data which can be sorted and filtered via the UI tab is data which populates in a Detail section of the report.

robk20

4 replies

BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • April 4, 2025

​@ssantillan Is there grouping applied in this report? The Additional Sort and Filters tab on the report screen only works with Detail sections of a report. If you need to sort a grouping section then this has to be done in the report, either in the Build Schema:

Or in the Grouping Collection Editor

 

Chris Hackett
WillH
S
Freshman I
  • ssantillan
  • Author
  • Freshman I
  • April 7, 2025

.

S
Freshman I
  • ssantillan
  • Author
  • Freshman I
  • April 7, 2025

Hi Benjamin, thank you for your reply! These are the current sortings and groupings on the report. Should I add a new field here for the ship date so it can be sorted in ascending or descending order based on what the user selects in the additional sort and filter options?

BenjaminCrisman
Acumatica Employee
Forum|alt.badge.img+4
  • BenjaminCrisman
  • Acumatica Support Team
  • Answer
  • April 7, 2025

​@ssantillan The way the functionality works is that the Additional Sort and Filters will never adjust the behavior of sorting within a group. This is done only via the grouping in the report and can’t be controlled outside the report from the UI.

The only data which can be sorted and filtered via the UI tab is data which populates in a Detail section of the report.

Chris Hackett
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