Ideas for Acumatica

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Allow Group Section Sorting and Sorting on Formulas in Report Designer

Currently, you can only sort group sections in Report Designer by the fields that are actually used in the group section. And you get two options: Ascending and Descending (click here for screenshot).

It would be nice to have a field called SortExpression in the above screenshot with a ... button where you could define a formula expression.

Then, for example, on the Customer Summary report, you could set SortExpression to "=Sum([ARBalances.CurrentBal])" and SortOrder to "Descending" to get the report to sort in descending order on the Current Balance column.

It would also be nice to have the ... button available in the Enter sorting conditions here section on the Sorting And Grouping tab of the File -> Build schema... window in Report Designer. Then you could sort the detailSection of the report by a formula expression in addition to being able to sort the group sections.

  • Tim Rodman
  • Jan 11 2017
  • Future consideration
  • Attach files
  • Jeanne-Pierre van der Gryp commented
    September 30, 2019 06:24

    also column order of priority in sorting

    say first sort date, then by value (highest to lowest) etc.

  • Tim Rodman commented
    February 02, 2019 21:51

    I hadn't noticed that new Generic Inquiry feature. Thanks for pointing it out Vladimir.

  • Vladimir Panchenko commented
    February 02, 2019 18:04

    Hi Matt,

    As a workaround, you can use Generic Inquiries or Pivot Tables to implement your scenario.

  • Vladimir Panchenko commented
    February 02, 2019 18:03

    Hi Tim,

    Thank you for your idea. We will consider adding this functionality in the future.

    By the way, we've already added this functionality in GI (available starting 2018R2).

  • matt hoss commented
    September 20, 2018 23:01

    I'm also in need of a way to sort our top 20 customers by the sum of territory totals. I hate telling my team they have to export to excel then sort it there.

  • jenni arant commented
    January 24, 2017 22:22

    I completely agree!  I need the ability to sort / group on a variable.  Like sort on the Mid, or Right of a field.