Sorting and grouping columns in list reports
You can sort and group the columns in list reports to present data effectively. For example, you can sort and group the results of a report to show the three most recently entered cases for each customer. Also, by grouping result columns, you can minimize the space needed to display all of the columns and make a report easier to read.
- Open the report in the Report Editor.
- From the Actions menu, click Sort.
-
On the Sort and group form, specify how to sort and group the
columns in the list report:
- Specify how to sort the results for each column. Options include No sorting, Lowest to highest, and Highest to lowest.
- Select the Group results check box to group results by one or more columns, and then specify which columns to use for grouping the results. The columns that you select display as group headings in the report, rather than separate columns.
- Select the Remove duplicate rows check box to remove rows from the report that have the same values in all columns as an earlier row.
- Limit the number of rows that are displayed in the report to those rows with the
highest or lowest values in the Top/Bottom rank section. Options include:
- Display – Select an option to limit the report display to those rows with the highest (top ranked) or lowest (bottom ranked) values of the specified property.
- Number field – Enter the maximum number of rows to include.
- Grouping field – Select whether to limit the number of rows in the entire report (Overall), or the number of rows within each group as defined by the Group results check box (For Each Group).
- Based on – Select the property to use in ranking rows and determining which rows to include.
For a report that shows the three most recently entered cases for each customer, sort the results by customer, select the Group results check box to group the results by customer, and limit the rows on the report by specifying:
Display Top Ranked 3 Rows For each group based on .pxCreateDateTime
- Click Apply changes.