Sort and Group Data

Use the Sorting/Grouping section on the Columns and/or Groups tab of the Reporting form to specify how you want the report data sorted and grouped.

To set up sorting and grouping for a report:

  1. Click the Sorting/Grouping section on the Columns and/or Groups tab.
  2. Select the +Manage Groups link to select the groupings that you want to use. The Select Grouping dialog box is displayed.
  3. In the Grouping Choices list on the Select Groupings dialog box, click each grouping that you want to include on the report. DPS places the grouping choices in the Selected Grouping list.
  4. Click Save when you are finished making your grouping selections.
  5. If you selected multiple criteria, use on the Sorting/Grouping grid to move criterion up or down to establish the sort and grouping order. DPS sorts and groups by the first selected criterion in the list first, then by the second selected criterion, and so on.
  6. In the other grid columns, specify additional sorting and grouping options. For example, enter label text, choose ascending or descending order for each group, use the color tool to specify a color for the grouping, and use the toggles to switch on or off subtotals, headings, and page breaks for each group.
  7. After you set all report options, click Save in the toolbar.