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sorting report recodes according to alphabetical order of a string data field

  • December 13, 2024
  • 7 replies
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I have developed a custom report which display data related to CashAccount. I need to sort the Cash Account according to the alphabetical order of the [CashAccount.Descr] field.
 

But it is do not works as expected. 
I have added a grouping according to the CashAccountID. I tried changing the sorting field with few other data fields. But nothing works as expected

Best answer by PDharmasena10

I remove the sorting logic and add only the shorting in Grouping as bellow. Then it work fine

 

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7 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • December 13, 2024

Hello,

It will help us answer, to see the Tables, Relations, Sorting/Grouping tabs of Schema Builder for the report. Show us what the report looks like now.  Add an example of the how the report should look when completed (make an Excel model).  Some helpers appreciate if you Zip and Attach your report, for quickest answer.

Laura


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  • Author
  • Varsity II
  • 57 replies
  • December 17, 2024

Hi ​@Laura02
Here with I have attached the main report. in this report I have use 6 different sub reports. I did not attach them here. let me know if you want them for investigation. 
In the description field of cash account when have mention whether is it Trading account or saving account. This report always loads only two cash account, out of them one is Saving other one is Trading.
Data is displayed in the footer section of the ByCashAccount group. I have duplicated that footer. One footer is visible only for Trading Account and second one for Saving. I need to keep the footer for Trading account always at the top of the report. I tried to achieve that sorting the cash Account according to the description of the cash account, but it is not working.


WillH
Varsity II
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  • Varsity II
  • 58 replies
  • December 17, 2024

Hi ​@PDharmasena10  -

What’s the failure state look like?  Not wanting to see the balances, but is it displaying line information correctly at all?
Does it work if you swap to using the CashAccount CD instead of the Description?

Are the figures coming through correct, just not in the order you want?
I’d be tempted to use sub reports (which I usually avoid) or a bunch of variables holding values to pass what I wanted around.
 

What’s your particular version of Acumatica?


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  • Author
  • Varsity II
  • 57 replies
  • December 20, 2024

Hi ​@WillH,
It fetches the data correctly. Then only issue I unable to sort the order of the report. I tried with CashAccountCD field instead of description. Even that one didn’t work for me. Version is 23R1.


lauraj46
Captain II
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  • Captain II
  • 604 replies
  • December 20, 2024

Hi ​@PDharmasena10 ,

Have you tried changing the fields in your group collection to add the CashAccount.Descr as the first field with an ascending sort?  If there is the possibility of multiple cash accounts with the same description then you can include the CashAccount.AccountID as a second field within the group. 

The Report Designer will sort the data first using the groups.  The Sort Order is used within groups.  In your scenario, it sounds like the group alone may accomplish what you need.

Hope this helps!

Laura


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Try removing any other sort conditions you have on the report so that the only one is the one related to cashaccount.descr

This will help identify if it is a different sort condition that is causing the issue.


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  • Author
  • Varsity II
  • 57 replies
  • Answer
  • December 23, 2024

I remove the sorting logic and add only the shorting in Grouping as bellow. Then it work fine

 


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