By default, reports are sorted in ascending order by the values in the
NAME column, but you can sort the reports based on any report column and in either ascending or descending order.
If you sort the report based on a column other than the
NAME column, the secondary sort is based on the
NAME column.
Sorting is applied to the records currently selected by the standard or custom search you have applied. If you specify a sort order other than the default and then change the search, that sort order is discarded, and the default order is restored. Also, if you log out of
iAccess, the default sort order is restored the next time you display the report.
To change the order in which report rows are sorted, complete the following steps:
-
Click
to go to the Reporting area.
-
If the report that displays by default is not the report you want, do either of the following:
- To display a standard Opportunities,
Companies, or Contacts report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
- To display a saved report, use the saved report search field next to the
Reporting label at the top of the Reporting area to select the report.
-
Click the heading of the column by which you want to sort the report.
Result: The report is sorted in ascending order based on the values in the selected column. The sort indicator (
) displays next to the column heading.
-
To change the sort order to descending, click the heading of the column again.