Sort and Group Data

Use the Grouping and Sorting section on the Columns and 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. Navigate to the Grouping and Sorting section on the Columns and Groups tab.
2. Select the +Manage Grouping link to select the groupings that you want to use.
   The Select Groupings dialog box opens.
3. In the Available Groupings list, click each grouping that you want to include on the report.
   Vantagepoint places the grouping choices in the Selected Groupings list.
4. Click Save when you are finished making your grouping selections.
5. If you selected multiple criteria, click on the Grouping and Sorting grid and drag the criterion up or down to establish the sort and grouping order.
   Vantagepoint 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:
   1. Click Save to save it as a favorite.
   2. Click Run to preview it.