Sorting and Grouping Overview

Sort and group data on a report to make it easier to locate and review the information included on the report. You can select multiple sorting and grouping criteria for a single report. The sequence in which the selected criteria are listed on the Sorting/Grouping tab determines which sort is applied first.

For example, you can sort and group the Contract Summary report first by capture manager and then by contract number for each manager. You can also print subtotals for each group.

If your firm uses custom date fields, you can sort and group by those custom fields.

For the reports in the following list, the available sorting and grouping criteria vary depending on the entry in Grid Type on the General tab of the Options dialog box:

• Customer List
• Contact List
• Employee List
• Lead List
• Marketing Campaign List
• Opportunity List
• Vendor/Partner List
• Account List

For example, if you select Contacts in Grid Type for the Customer List, Contacts - Name, Contacts - Title, and several other contact criteria are available. However, if you select Opportunities in Grid Type, criteria such as Opportunity Name and Opportunity Number are available instead.