How do I create a report sort order?

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Summary

This article explains how to create the "Sort Order" in the Report Generator.

More Information

To create the "Sort Order", enter the variables required down the left hand side of the screen in the order that you want the report to appear. These variables are just a shorthand way of referring to the information that you have entered for a customer, supplier, stock code, vehicle and so on. See What is a Report Generator variable? for more details.

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 variables that you enter into the "Sort Order" must return a different result for every record that you want to include in your report, otherwise they are seen as having been found already and will be ignored.

Var.

  • Press <Shift+F2> to search for the relevant variables. Which variables to use will be determined by the report you are trying to create.

Width

  • This field picks up the size of the variable automatically. Whilst you can edit this, it should not be necessary under most circumstances.

Dir

  • This field can be set to 'F' - Forward or 'R' - Reverse. This will sort this variable either from smallest to largest or largest to smallest.

Heads

  • This field is a 'Yes'/'No' choice and is only accessible if the "Group" field is set. Group and Column Headings will be printed each time the variable referenced by the group changes if this is set to 'Yes'.

Group

This field is set by pressing <Shift+F3> from anywhere on the line with the variable by which you want to group the report. You can have up to nine levels of grouping within a report. Grouping allows you to enter headings for that group and to get totals for the group.