Add a sort to a document

Using Report Designer, you can add a sort to your reports and layouts. This is useful when you want to see items arranged in a certain way, for example alphabetically.

Add a sort

If your document contains groups, the report sorts by the group before applying any additional sorts.

 NOTE: When you select Save As during the steps below, your software defaults to the UserDef folder. We recommend you save to this folder then run the amended report from the User Defined folder in your Reports menu. 

1. Select the document you want to amend, then click Edit.
   
   
   
2. On the menu bar click Report, click Report Properties.
3. Enter a new report name and description, then click OK.
4. Click Report, then click Sorts.
   
5. Click Add.
6. Choose to sort the data according to the value of a variable, or to sort based on an expression, then choose to sort in ascending or descending order, and click OK.
   
   
   
7. Click File, click Save As.
8. Enter a new file name then click Save.
9. Click File, then click Exit.

Edit a sort

1. Select the document you want to amend, then click Edit.
2. Click Report, click Report Properties.
3. Enter a new report name and description, then click OK.
4. Click Report, then click Sorts.
5. Click the sort, then click Configure.
6. Amend the sort as required then click OK.
7. Click File, click Save As.
8. Enter a new file name then click Save.
9. Click File, then click Exit.

Further support

For further help with Sage Report Designer, log a case online to our Report Design support team.

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