When using account numbers reports should run in numerical order | Voters

When using account numbers reports should run in numerical order

under review

Sabrina Reed

All the comparative reports now throw any accounts without activity in the current period, but there was activity in the compared column get tossed to the bottom the section of the report, in amount order, not even numerical there. All reports should have an option to sort numerically or alphabetically. Then the accounts that have activity in either period should be presented in the order chosen. I have to go through every section of the reports to resort the account manually. This takes valuable time.

May 6, 2026

Subhanan Sahoo

Hi Sabrina Reed Pamela Kyle Preston Jensen Bonnie Schaefer 
Wanted to share a quick update on the account ordering issue in financial reports.
What we have fixed:
Account Ordering by Account Number
Account ordering in financial reports now follows the correct sequence. Accounts are sorted by their account numbers, and within any section (such as the Income section), accounts without account numbers are placed after those that have account numbers assigned.
Comparison Period Sorting Issue
We have also addressed the issue you raised around comparison periods. Previously, when comparing with a previous period, accounts that had balances in the prior period but no activity in the current period were being pushed to the bottom of the report. This has now been fixed as well.
Could you please check on your end and confirm whether these issues are fully resolved for you? If you are still seeing the problem, it would be really helpful if you could share a screenshot or a short screen recording so my team can investigate further and get it fixed on priority.
Additionally, if it is convenient for you, I would be happy to schedule a short call and loop in my lead engineers to look at this together in real time. Please feel free to use the link below to book a time that works best for you.
https://calendly.com/subhanan_sahoo/new-modern-report-addressing-feedback?month=2026-05
Thank you for your patience and for helping us make Modern Reports better!
cc: Nipun Bhatia Aditi Sahani

Lauren Gann

Subhanan Sahoo This is still happening in the Budget vs Actual reports. Attaching screenshot.

Pamela Kyle

I would add that sorting by dollar amount is often useful too.

Sabrina Reed

Pamela Kyle - I agree that it is. However, it is most useful if it applies to the entire section. That is what is so frustrating. The entire section should follow the same sort order.

Julia Scott

I thought they fixed it. I had a long convo with support and then the comparison reports ran in account number order the next day.

Preston Jensen

I also shared this same comment - we should have the ability to structure the reports the way we want it presented, not just a system default.

Bonnie Schaefer

I absolutely agree with this. We use account numbers for the very reason that we want to control the display in reports. Thanks for submitting!

The status was updated to

under review

May 6, 2026

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