Can anyone tell me why customer reports (Open Sales Orders by Customer) are not sorting alphabetical

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Bill Lumchee
Bill Lumchee Member Posts: 6 ✭
edited April 2020 in Accounts Hosted

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  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
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    Hi Bill

    on top of the report where the date range is there is also 'sort' change the default to name.

    If this doesn't help, go to the customer list and sort the customer list then refresh the report
  • Bill Lumchee
    Bill Lumchee Member Posts: 6 ✭
    edited September 2019
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    Thanks for the feedback.  There is no 'Name' in the default list - any other suggestion as to where to possibly adjust?
    Thanks
    Bill
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,063 Reckon Staff
    edited September 2019
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    Hi Bill, 

    By default, the Open Sales Order by Customer report would show the customer names in alphabetical order.

    What is the name that you are adding?
    Where in the report is it appearing?

    Is the Customer Name you are referring to a top level/parent name or a sub-customer-job name?


    Are you generating that report based on a "Memorised Report" or directly from the Reports | Sales menu?


    Click on the Customers menu

    Click on Customer Centre

    In the Customers & Jobs tab, click on the Name column



    Now generate the report:

    Click on the Reports menu

    Click on Sales menu

    Click on Open Sales Order by Customer


    Regards,

    Data Recovery Team

    Regards,

    Reckon Data Recovery Team

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