report filtering.

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prasanna
prasanna Member Posts: 35 ✭
in Accounts Hosted

Hi There ,

can anyone show me how to sort this report to replace customer name order by Rep name order ( sort by Rep names )


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  • Nickiu
    Nickiu Reckon Staff Posts: 43 Reckon Staff
    edited March 26
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    Hi @prasanna,

    Click on Modify Report -> Filters tab -> Choose "Rep" -> Select name of the Sales Rep you wanted to see.

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    However, if you wanted to sort by "Rep" Column. You can click "Sort by" option.

    Note that it will not re-organise the report, the report will still remain showing the CUSTOMERS and inside them the individual estimate transactions and within that, would be the sorting of the reps.

    image.png


    Hope this helps

    Cheers,

    Nick

  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,079 Reckon Staff
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    Consider an alternative report:

    Transaction List by Date

    Modified to show the "Rep" column.

    Sort by "Rep"

    Filtered to show "Transaction Type" = "Estimate"


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    Regards,

    Reckon Data Recovery Team

    How to ask good questions on the Reckon Community

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