Sort Order

Click here to see the Sort Order page

Specify the order in which you wish to sort the clients

Select an option from the first drop-down list to sort the clients by that field in the final report.

 

Note: There are less sorting options available for the All Database Entries report, since not all entries will have all those types of information available to sort by.

 

Example 1

If you wish to list clients alphabetically by surname, select the Client Surname option.

If the first type of data that you choose to sort by is not unique to each client, then you may choose to further sort them by up to three further fields.

Example 2

Select Partner Code from the first drop-down list. Since more than one client can have the same partner code associated with them, the second drop-down list will become available. Select Report Name in the second drop-down list. In the final report, the clients will first be sorted by partner. All clients who are dealt with by the same partner will be listed together, starting with the partner whose code appears first alphabetically. Each set of clients who are dealt with by a certain partner will then be displayed alphabetically by surname. If you select a unique type of data in any of the drop-down lists, i.e. client code or report name, then you will not be able to sort by any further types.