Inquiry Sorting

Why can't I sort data in inquiries? Will this functionality ever be added to Sage 300 CRE?

  • I'll go ahead and answer myself here: no, sorting options will not be added. Thanks Sage!

  • Sorting function would be so helpful!!

  • Some inquiries include alternate sort orders and others do not.  The functionality would need to be built within the inquiry design.  For example, the JC Job List inquiry provides ability to sort the information by clicking sort button as shown below.

  • in reply to B. Thornton

    Can you provide more specific information about the application and inquiry you would like to sort and how you would like to be able to sort it by?

  • in reply to Denise Paulus

    I would like all inquiries, including all my custom inquiries to be sortable by any field in the inquiry, in any order.

  • in reply to B. Thornton

    You can export your inquiries into excel, there is the little excel button on the top of the inquiry window. Once in excel you can sort it however you like. Unfortunately there is no sorting them directly in the system.

  • in reply to [email protected]

    Thanks, although I still think something is getting left out. Can anyone tell me if sorting is going to be added at any point soon? To be honest, this is one of the reasons that after over three years I still cannot recommend Sage to anyone. It is the 21st century and your software cannot dump my table to RAM, run a few sorting algorithms, and print it back out? Weak.

  • in reply to B. Thornton

    The Inquiry Designer application provides ability to modify inquries including ability to sort the records in the desired order. There are literally thousands of fields and hundreds of different records in the database. The software also provides ability to customize many of the descriptions as well as ability to add your own custom fields.  Providing abiltiy to sort on every single field in the database within the inquiries provided with the software isn't feasible.  The software provides the ability for you to customize it to fit your needs using Inquiry Designer.  The inquries that are provided with the software do include the ability to sort on many key fields already.  Exporting the inquiry to Excel then sorting the data in the resluting workbook is the best option when you need the information sorted differently than any sort option available within the inquiry view.

  • in reply to Denise Paulus

    I need to post a correction to my last statement. In Inquiry designer records can only be sorted based on the standard orders established within each table.  For example information from the PR Employee table can be sorted based on the following standard orders. ...

  • in reply to Denise Paulus

    Agree to disagree. I've got a table with 9 columns and 44 rows of data. I have project managers working in the system and referencing these lists constantly. I can almost sort these lists in my mind visually. But in order for my PM's to avoid the eye strain or mistakes, they have to save the 12KB excel file and then run the sort in a separate application. This is something they did not have to do for about 10 years prior to our Sage implementation. It's my job to optimize their time and this is just painful for me to watch. Big waste.

    Also, the Inquiry Designer certified course curriculum does not have anything on adding sorts to inquiries. I'd appreciate a section on what you can and can't do with sorting as a system admin. So far I see no editing options.

  • in reply to Denise Paulus

    I'm still not seeing how this is "established within each table." From what I can tell you can only sort based  on one of your "key" fields. No editing of any kind is available, even in inquiry designer.

  • Hi - we're building software that integrates with Sage and makes sorting/filtering/cutting your data as easy as typing a Google search.

    For instance, you can type queries like "all in-progress jobs by date" and get an interactive chart in milliseconds that you can sort, filter, drill-down into, and refresh by typing new queries.

    If this interests you, reach out! [email protected]. Thanks!