Sort information in reports

I was told by someone in support that I can't sort the information in the reports by the document's date, only by the Transcation date... This is a big problem for me, for reasons out of my control I have missing invoices from last year, documents that I have to add to customers module or suppliers that are from different months. In a perfect world you have everything in the month that the document belongs but this doesn't always happen so I need flexibility. Is there a way to sort the information, for example in a statement, order invoices by date? 

  • 0

    Yes, but it's a bit of a pain. Make as if to print the statement, but choose Edit to get into Report Designer instead. You need to find the section of the report that contains the transaction lines - in the example I chose it was Header.Number.footer. You need to create a new hidden section just for sorting. To do this, go to Section, Add Section, Group Header & Footer. Look in the bottom right pane to locate Audit_Split.Date, double click to select it and close the window. You should now have a new group header and footer. 

    Now to hide the blank space this has created: Click the new header and choose View properties. Set Suppress=Yes and Visible=False.

    Next, select the new footer and at the far right of this new yellow bar, there is a downward pointing triangle. Click this to move the Audit_Split.Date header to just below the section that you identified above - probably Header_Number.footer.

    Finally, hide the Audit_Split.footer in the properties pane as before.

  • 0 in reply to Anita Harper

    Hi Anita, thanks for your help. You must have a different version, I'm trying to follow your instructions but I can't. I have "add data field", and then I select as data audit_split and variable date. as field position I chose Header_Number footer and another field "DATE" appears below the one that is already there. no new group.

    When I select the properties for that I see in the right side: suppress duplicates, and visible, both in behaviour, I suppose you are talking about those? nothing happens after that. 

  • 0 in reply to Angela Verastegui

    No, you don't add a data field.  Go to Sections on the menu at the top, then follow the instructions I gave earlier.