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Sort Column Data

Data can be sorted within a label column or within a value column. The report designer determines how sorting is set up, however Viewer users can change this by following the below steps.

  1. Open the report.
  2. Highlight the column you wish to sort so the sorting options in the ribbon become available.
  3. On the Home menu in the Display group, click Sort Ascending or Sort Descending, depending on the order you wish to sort the values.

    Note: These sorting options only become available once a specific column is selected.

  4. Your report will automatically re-run with the sort sequence you defined.

In the example, we have selected Sort Descending for gross sales amount by customer in an AR report:


Notice that your subtotals and formatting are automatically turned off. That is because the subtotals and formatting were associated with the previous sort defined, which is now no longer in use.

It is also important to note that sorting does not work if you have Ranking enabled or if you have a hierarchy enabled.

Restoring Sort Order within a Column

If you have sorted a column in ascending or descending results and you wish to put it back in the order it was originally in, go to the Home menu, in the Display group, and click Restore Sort. This restores the sort order of the report columns to the way they were sorted when the report was opened.

Comment Columns

Report designers can add one or more user input comment columns to report, and Viewer users can input comments on subtitles, subtotals, and hierarchy and data rows. These columns allow you to add feedback and information to an item on an inquiry.

Comment columns are stored in the repository at the report level. They cannot be shared across reports. Comment columns are refreshed each time the report is run.

Entering Comments

Once a Comment Column has already been created, you can enter in comments in 1 of 3 ways.

  1. From the Home menu, in the Comments group, click Enter Comments.
  2. Double-click the Comment Column and you will be taken to Enter Comment Mode.
  3. Hit F2 when focusing on a Comment Cell.

When you are finished entering your comments, select Finish, Save Comments or Cancel from the ribbon at the top of the page.

  • Finish will save your comments and exits out of comment entry mode
  • Save Comments will save the comments you have entered and keep you in comment entry mode
  • Cancel will cancel the changes you have made to your comments since the last time you saved them and exits out of comment entry mode

Note: If your report designer has defined row headers and/or subtotals, you can enter in a comment for those as well.