Find a Group

To find a particular sorting and grouping criterion in the list on the Sorting/Grouping tab, use the Find and Find Next grid options.

To find a sorting and grouping criterion, complete the following steps:

1. Click the Sorting/Grouping tab on the Options dialog box.
2. Click the Find grid option.
3. On the Find Group dialog box, enter search text in the Find group containing text field and click Find. Ajera CRM finds the first instance of a group that contains the text and moves the row selector to it.
4. On the Sorting/Grouping tab, select the Sort check box for the group to select it for the report.
5. To find another group that contains the same text you entered in the Find Group dialog box, click the Find Next grid option. Ajera CRM finds the next instance of the text and moves the row selector to it.
6. After you set all report options, click Apply.