Sort and Group Report Data
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 Grouping and Sorting section of the Columns & Groups tab determines which sort is applied first.
For example, you can sort and group the Project Summary report first by project manager and then by project 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 some list reports, the available sorting and grouping criteria vary depending on the entry in Grid Type on Columns & Groups tab.
- Related Topics:
- 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. - Find a Group
To find a specific grouping criterion or subset of groupings in the list on the Groups tab or Columns and Groups tab, use the Select Grouping dialog box. - Change the Sort Order
Vantagepoint applies sorting and grouping criteria in the order that they are listed on the Grouping and Sorting grid on the Columns tab or Groups tab or Columns and Groups tab. Vantagepoint first sorts by the first selected criterion in the list, then by the second, and so on. To change that order, move criteria up or down in the list. - Select Colors and Lines for Sort Bands
Many Vantagepoint reports provide options for sorting and grouping data. For those reports, you control the colors used to represent sort bands and the lines separating sort groups. These features make the reports easier to review.