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Unable to Sort Groups in Report Designer (PM644000 AIA Style)

  • 17 July 2023
  • 4 replies
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kdavis45
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Our client wants to have two separate continuation pages: one for the original contract, then one for any change orders.

 

I added a formula to group change orders separately - the client adds them in separate tasks starting with “CO”. This formula is working like a charm except the change orders always appear first. I’ve tried every group formula I can think of, changed between ascending and descending, etc., and get the same result every time.

 

Has anyone else come across this? If so, how did you address it?

 

First Group
Second Group

 

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Best answer by BenjaminCrisman 27 July 2023, 21:07

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Kristen Davis, Accordant Company LLC

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darylbowman
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Do you have an additional sort order defined on the Sorting tab?

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
kdavis45
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Not currently, but I tried both ascending and descending project task CD and it didn’t affect the output.

Kristen Davis, Accordant Company LLC
BenjaminCrisman
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Hi @kdavis45! The AIA report is not like other reports, in that it isn’t really meant to be customized.

From what I understand there is a structure/format pre-defined for how these AIA reports should look and so the ability to change the report by add/remove stuff from it is a somewhat restricted.

The data which runs in the report is actually fed to it directly rather than have the data be specifically pulled from the relations and filters, though these can still be manipulated it doesn’t mean the change will be reflected within the report unfortunately.

This is also why the report is not easy to get to in order to make these edits, it’s not an out of the box screen in the UI to navigate to, but instead is available to click to print from other screens so as to keep it from being easily accessed for editing.

kdavis45
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Understood @BenjaminCrisman - thank you for the clarification!

Kristen Davis, Accordant Company LLC

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