Sort

The Sort tab is used to identify the way in which the records on the printed report will be sorted. For example, a broker may wish to sort the report based on an alphabetical ordering of the client name or a descending client number.

The sorting of a report may be customised by selecting the required fields and moving them to the Sort Fields list in the order in which they need to be sorted.

The Groups tab is divided into three sections:  

• Groups: Displays the available field groups.
• Fields: Displays the fields available for a selected group.
• Sort Fields: Displays the ordering of items within the report that can be changed.

To Select the Sort Order for a Report

1. Select the Sort tab.
2. From the Groups list, select the required field group. The Fields list will update.
3. From the Fields list, select the required sort field.

4. Click the Add Field button (). The criteria will be added to the Sort Fields list.

   Click the Remove Criteria () or Remove All () buttons to remove fields from the Sort Fields list.

5. To change the direction of a sort from Ascending to Descending (and vice versa), double-click a field in the Sort Fields list.
   
   

To Select the Sort Order Template for a Report

1. From the Sort Templates drop-down list, select a sort template.
2. Click the Add Template button (). The template will be added to the Sort Fields list.