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Add a sort to a document

Created on  | Last modified on 

Summary

This guide explains how to use sorts to arrange data in order on a report or layout using Sage Report Designer.

Description

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.

Resolution

Add a sort

 NOTE: If your document contains groupsdata is sorted by the group before any additional sorts are applied.

  1. Select the document you want to amend, then click Edit.

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  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.

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  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.

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  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, please log a case online to our Report Design support team.


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