Grouping and Sorting Report Results

Last Updated: 08/12/2016 Introduced in Verision: 2.0

Report Results can be sorted and grouped by column value.

To group report results in the Report Designer, select the column header of the column to be grouped, click the triangle icon that appears and select Group.  At runtime, use the icons on the column header to change report grouping.

Sort report results at runtime by clicking the column header.

Example

The goal of this example is to:

  1. Create a report.
  2. Group the information based on a specific column.
  3. View the results.

Begin by navigating to a Designer Folder.  Click on the Create Report button and select Create Report from the resulting menu.

 createReport                      

In the resulting New Report pop-up window, give the report a name and click Ok.

nameReport

 

Define a data source for the report by dragging Folder Data Source into the Sources list from the Data Sources > Common category in the Toolbox Panel.

dragFolderDataSource

 

Next, expand the Folder Data Sources category and drag the Entity Name, Folder Type Name, and Nesting Level into the workspace.

 dragMoreColumns

Next, group the results by Nesting Level.  Select the Nesting Level column and in its Action menu select Group.

 groupNestingLevel

The report entries will be grouped according to the value that appears in their Nesting Level cell.

 reportGrouped

This completes the report.  Save it and close the Report Designer.

 saveReport

Back in the portal, select the desired report and in its Action menu select Run Report.

runReport

 

The report will open in a new window.  The user can hover over each column’s header and sort the results in ascending or descending order according to the column’s values.

result

 

Additional Resources