Difference between revisions of "How do I create a report sort order?"
(Created page with "{{Review}}{{Incomplete}} == Summary == This article explains how to create and use the {{DataPrompt|Sort Order}} in the Report Generator. == More Information == The {{DataPr...") |
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== More Information == | == More Information == | ||
The {{DataPrompt|Sort Order}} has a number of purposes. | The {{DataPrompt|Sort Order}} has a number of purposes. | ||
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| + | {{Note|title=Note|text=The {{DataPrompt|Sort Order}} is NOT what will appear on the report itself. It controls the ORDER in which the items on the report will be shown.}} | ||
The obvious purpose is to put the report into the order in which you want to see the information. If you want a report sorted by {{DataValue|Account Code}}, then this would be the first variable in your {{DataPrompt|Sort Order}}. | The obvious purpose is to put the report into the order in which you want to see the information. If you want a report sorted by {{DataValue|Account Code}}, then this would be the first variable in your {{DataPrompt|Sort Order}}. | ||
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For example, if you want a report to show customer names and email addresses, then the {{DataPrompt|Sort Order}} can be {{DataValue|Account Code}}. This will be unique for every customer hence, depending on your {{DataPrompt|Range Filter}}, you will get every customer that you want. | For example, if you want a report to show customer names and email addresses, then the {{DataPrompt|Sort Order}} can be {{DataValue|Account Code}}. This will be unique for every customer hence, depending on your {{DataPrompt|Range Filter}}, you will get every customer that you want. | ||
| − | If, however, you want to report on customer | + | If, however, you want to report on customer invoices and payments, then you will need more than just the {{DataValue|Account Code}} as this will not be unique for every transaction. You will need {{DataValue|Document Number}} and {{DataValue|Document Count}} to make the {{DataPrompt|Sort Order}} unique. |
Revision as of 12:07, 18 July 2018
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Summary
This article explains how to create and use the "Sort Order" in the Report Generator.
More Information
The "Sort Order" has a number of purposes.
 | Note: The "Sort Order" is NOT what will appear on the report itself. It controls the ORDER in which the items on the report will be shown. |
The obvious purpose is to put the report into the order in which you want to see the information. If you want a report sorted by 'Account Code', then this would be the first variable in your "Sort Order".
The other purposes are important so that you get the correct information from the report.
The variables in your "Sort Order" must be unique for every record that you want to include. If they are not, then records will be excluded.
For example, if you want a report to show customer names and email addresses, then the "Sort Order" can be 'Account Code'. This will be unique for every customer hence, depending on your "Range Filter", you will get every customer that you want.
If, however, you want to report on customer invoices and payments, then you will need more than just the 'Account Code' as this will not be unique for every transaction. You will need 'Document Number' and 'Document Count' to make the "Sort Order" unique.
