Configure Sorting

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Configure Sorting

You can sort the records that the report returns by one or more columns. Columns that have grouping applied must also be sorted, and by default they’re automatically sorted in ascending order. For grouped columns, you can reverse the sort order, but you can’t remove the sorting.

To apply sorting on your report:

  1. Go to Reporting and Analytics > Reporting > Reports and open the report that you want to add sorting to.
  2. Click Sorting.
  3. In the Sorting slide-out panel, click Add Field to add another column to sort by.
  4. Select a field in the drop-down list.
  5. Make a selection in the Sort Order drop-down list. The options available depend on the data type of the column: A to Z for strings, smallest to largest for numbers, and oldest to newest for dates.
  6. (Optional) Add more fields to sort by.
  7. (Optional) To adjust the sort order, click the down or up arrows next to a field.
  8. Note: Grouped fields must always be at the top of the list. You can change the order of grouped fields in the Grouping slide-out panel. See Configure Grouping.
  9. Click Apply.
    • If auto-preview is enabled, the sample data is updated with the changes automatically. Fields that have sorting applied are now displayed in a darker shade of gray.
    • If auto-preview isn’t enabled, click Preview, then Run Preview to update the data sample.
  10. Click Save.