Sort by Results in a Saved Search

Open the Saved Search:

  • Navigate to Reports > Saved Searches > All Saved Searches.
  • Find and edit the search you want to modify or create a new one.

Go to the Results Tab:

  • Click on the Results tab in the saved search editor.

Choose Fields for Sorting:

  • Under the “Columns” section, select the fields you want to include in your search results.
  • For each column, there’s a sorting option.

Set Sort Order:

  • In the “Sort” column (usually on the right side of each field), you can choose either:
  • Ascending: Sorts the results from smallest to largest or A to Z.
  • Descending: Sorts the results from largest to smallest or Z to A.

Advanced Sorting (Multiple Fields):

  • You can set multiple fields to sort by. For example, first by customer name (ascending) and then by transaction date (descending).
  • Set the sort order for each column you want to sort by, and they will be applied in the order they appear in the list.

Save and Run the Search:

  • After setting your sort preferences, save the search and run it. The results will appear sorted based on your configuration.

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