Why can't we sort modern reports by customer? I click into Undeposited funds on the BS, I used to be able to sort by customer and I used to be able to see who was the issue/outsanding. Now I have to download to excel to do the same thing. We need to be able to sort by customer in ALL reports and they ALL need to sort alphabetically.
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Subhanan Sahoo
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The sorting issue has been addressed. Could you please check now and let us know in comments if the issue still persists for you
Subhanan Sahoo
Adrienne Harris The sorting issue has been addressed. Could you please check now and let me know if the issue still persists.
Subhanan Sahoo
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J
John Richardson
Hi Adrienne,
Great News! The new modern reports does have the functionality to "sort by" various columns and fields. For instance, if I run a Balance Sheet, drill down into Undeposited Funds (payments to be deposited), and then group by "Customer", I can click on the Customer column header to sort by customer name in alpha-numeric order. Additionally, I can click on the Balance column header to sort in ascending or descending order of balance.
Attached is a video of it in action.
Subhanan Sahoo
Merged in a post:
Sort by name on reports is gone
Caitlin Martin
I use the Sort function on P&L Detail reports to group by name so I can see if a vendor is sticking out in the wrong place. This has been removed from Modern Reports. Please restore.
Subhanan Sahoo
Adrienne Harris Kim Kleinhuizen We are currently working on bridge the functional gap between the Classic and Modern reports.
Would it be possible to share a video of the issue you are encountering.
We can also connect for 15 mins to discuss on this, as per your convenience.
Please block a slot here https://calendly.com/subhanan_sahoo/new-modern-report-addressing-feedback
K
Kim Kleinhuizen
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Nipun Bhatia
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