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KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
March 22, 2022
Solved

Custom Sort Order on a Report

  • March 22, 2022
  • 5 replies
  • 4780 views

I'm wondering if anyone knows a way to create a custom sort order on a report. Right now my report is sorted by Project Status and it's showing alphabetical but I'd like it to show in a specific order. Anyone know of an option for this?

    Best answer by KellieGardner

    Thanks Doug. I was able to create a workaround by adding a calculated field to capture values of 0,1,2,3..... pull them into the report and then hide the column. Works like a charm for what we need.

    5 replies

    B
    Brent-B
    Level 2
    March 22, 2022

    Any user can click on the column header in a report to sort by that column's values.

    For a default report sort, you need permission to edit the report and then you select the column and chose "Sort by this column"

    Screen grab of the report edit view and steps (

    KellieGardner
    Community Advisor
    KellieGardnerCommunity AdvisorAuthor
    Community Advisor
    March 22, 2022

    @Brent Baker‚ - thanks for the reply. Unfortunately, this isn't what I'm looking for. I'm aware of standard sorting options.

    I would like it to CUSTOM sort based on the values. Not just alphabetically. Right now it's sorted, by status and it shows in alphabetical order and I want other sort options besides alphabetically.

      B
      Brent-B
      Level 2
      March 22, 2022

      YW. You cannot create a custom sort of a single column. What you can do is have multiple column sorting or combing grouping with sorting.

      Some details on that in here https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FCreating_and_Managing_Reports%2Fcreate-custom-report.htm&_LANG=enus

      KellieGardner
      Community Advisor
      KellieGardnerCommunity AdvisorAuthor
      Community Advisor
      March 22, 2022

      It's definitely going to be custom if it's doable. Hoping someone knows a workaround with some advanced reporting skills.

      Doug_Den_Hoed_AtAppStore
      Community Advisor
      Doug_Den_Hoed_AtAppStoreCommunity Advisor
      Community Advisor
      March 22, 2022

      Hi Kellie,

      I can offer a couple of alternatives:

      -- As shown in One Chart to Rule them All, you could (simply) add a numeric prefix to the Status entries to force the logical order you desire

      -- Similarly, as in Switchback Workflow, you could create a (more complex) calculated parameter (e.g. Sort Order) based upon whatever particular Status and/or other relevant data naturally occurs, and then use that (persisted) parameter to sort your report (or even break it into separate reports, as shown in the article)

      Regards,

      Doug

        KellieGardner
        Community Advisor
        KellieGardnerCommunity AdvisorAuthorAccepted solution
        Community Advisor
        March 23, 2022

        Thanks Doug. I was able to create a workaround by adding a calculated field to capture values of 0,1,2,3..... pull them into the report and then hide the column. Works like a charm for what we need.

          BrentHat
          BrentHat
          Level 2
          October 20, 2022

          Hi Kellie, 

           

          Can share specifics on how you did this? That would really help a very similar need of ours. 

           

          Thanks,

          Brent

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