Changing the list order

Change the order of lists as follows:

To

Do this

Change the order to affect reports and invoices

On windows where and appear, change the order of items in one of these ways:

  • Click an item, and while holding down the mouse, drag the item to where you want it.
  • Click an item and click or .

These arrows appear on list windows where the order of items may be important to you. On these types of lists, the order of the list determines the order that items print on invoices and reports.

For example, you may want to list employee types in the same order as your company's organizational chart or in a special order for printing on invoices. The list order remains until you change it again using the arrows.

Temporarily change the order

You may want to temporarily reorder the list to quickly find an item. The changed list order remains only until you close the window.

To

Do this

Sort by items in a column

Click the column heading. Click it again to change the sorting order.

Sort a column from lowest to highest values

Right-click the column heading, and click Sort Ascending. You can also click the column heading to change the sorting order.

Sort a column from highest to lowest values

Right-click the column heading, and click Sort Descending. You can also click the column heading to change the sorting order.

Group all like entries for a column together

Right-click the column heading, and click Group by this field.

Ungroup all like entries for a column after using Group by this Field

Right-click the column heading, and click Clear Grouping.