Sometimes clients requires the records to be sort based on specific columns in ascending or descending order. For e.g. we have records in alphabetical order and we face problem when displaying it out on report, the names are jumbled up and they are in an order which is unlike the ones we see in the database. Client requirements are that it should be in alphabetical order according to names.
In Sage Intacct under custom report writer, there is a step called “Sort columns” where you can set which column needs to be sorted ascending or descending. In this blog, to achieve custom report sorting, we will be creating one custom report for understanding sort techniques.
To open the custom report, go to Platform Services > click Custom Reports (+) icon.To create a new custom reports as per customer requirement then click on (+) icon.
Follow the below steps to create a Custom report:-
Step 1: Select a primary data source:
The first step is select a data source as per reports requirement. The data source lists contain all the object of your company .In our scenario I select Employee object for creating custom report.
Step 2: Add columns
The data source that we chose in the previous step and all the details related to it like object and fields that are listed here. Find the particular columns then check the checkbox to include field in our report.
Step 3: Select the column sequence
We can select the order (drag the column and drop where we want that column) in which our columns are displayed in report, as well as we can change the header name shorten and longer as per requirement and customer understanding that we can set here.
Step 4: Sort Columns
Sorting is nothing but rearranging a sequence of records in a business manner. In this step, we can set columns order, which we want to sort our report columns in particular order.
After you select the columns to be included in your report, you can set their sort order.
To set the sort order for a column:
- Click the arrow next to the pull-down menu under sort.
- Choose Ascending, Descending or None. We can change the sort priority of a column by moving it up or down the list.
The column in the first position will be sorted first, and then next column will be sorted and so on.
In our report, we sort the column first name in ascending order, so the all report records sort ascending order.
Step 5: Set Title and Footer
In this step, we set the title and footer for the report. In this custom report we set the report title as “Employee report”. The Report Title 1 and Report Title 2 fields shows the first and second lines of your title respectively. Add the Footer Text field to display information you want at the bottom of your report pages.
Step 6: Add to a menu