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leonie6
December 21, 2023
Question

Sorting Reports

  • December 21, 2023
  • 1 reply
  • 0 views

Is it possible to sort reports by any column?

For example, I have generated 'Sales by Product/Service Summary' for This Year. The Sort function allows me to choose 'Total in Ascending Order' or 'Total in Descending Order,' but I see no option to sort by Quantity, Amount, or % of Sales. How do I do that?


I have tried exporting the report as an Excel sheet, but when I attempt to sort columns in Excel, it doesn't work because there are invisible apostrophes at the beginning of each number field that prevent them from reading as actual numbers.


The only thing that seems to work is copying/pasting from the report screen into Excel, but this is an awkward solution. Help!

    1 reply

    Candice C
    Candice C
    December 21, 2023

    Good afternoon, @leonie6. 

     

    It's great to see you back in the Community! 

     

    I can see how beneficial this could be for your business. However, this isn't an option at this time. 

     

    I do recommend using the Customize Reports feature to try to get the results you need. Also, send your feedback to our Product Developers so they can consider this in the next available update. 

     

    I'm only a post away if you need me again. Have a wonderful day! 

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