{"id":2116,"date":"2020-06-22T05:58:53","date_gmt":"2020-06-22T05:58:53","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=2116"},"modified":"2024-07-02T06:27:10","modified_gmt":"2024-07-02T06:27:10","slug":"sage-intacct-custom-report-sorting-option","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/06\/22\/sage-intacct-custom-report-sorting-option\/","title":{"rendered":"Sage Intacct Custom Report sorting option"},"content":{"rendered":"\n

Sometimes clients requires the records to be sort based on\nspecific columns in ascending or descending order. For e.g. we have records\nin alphabetical order and we face problem when displaying it out on report, the\nnames are jumbled up and they are in an order which is unlike the ones we see\nin the database. Client requirements are that it should be in alphabetical\norder according to names.<\/p>\n\n\n\n

In Sage Intacct under custom report writer, there is a step\ncalled “Sort columns” where you can set which column needs to be\nsorted ascending or descending. In this blog, to achieve custom report sorting,\nwe will be creating one custom report for understanding sort techniques.<\/p>\n\n\n\n

To open the custom report, go to Platform Services<\/strong> > click Custom Reports (+) <\/strong>icon.To create a new custom reports as per customer requirement then click on (+) icon.<\/p>\n\n\n\n

Follow\nthe below steps to create a Custom report:-<\/p>\n\n\n

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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.<\/p>\n\n\n

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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. <\/p>\n\n\n

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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.<\/p>\n\n\n

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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. <\/p>\n\n\n

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After you select the columns to be included in your\nreport, you can set their sort order.<\/p>\n\n\n\n

To\nset the sort order for a column:<\/strong><\/p>\n\n\n\n