I have created a report based on projects & statuses. The report is grouped by "Status" field but by default sorts the order by Alphabetical order (Current, On Hold, Stage 1 etc.). But I want this to be displayed in a custom sequence based on the project lifecycle status steps (starting with Request, then Registration, pending approval, Stage 1, etc.). How do I change the sort order in a report?
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I worked around this by creating a custom calculated field on my projects. It provided me with a status sorting number that I could use to sort my report and then I could hide the column.
example: IF({status}="PLN","1",IF({status}="CUR","2"))
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This is unfortunately not possible to sort groupings, and is something I've wanted forever. Please upvote this Idea of mine about this very thing.
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No idea if this would work but you could try and create a custom column with an SWITCH() statement that holds your custom order and sort based on that
Status Order:
SWITCH( status,
Request = 1,
Registration = 2,
Pending Approval = 3,
Stage 1 = 4,
ect...
)
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I worked around this by creating a custom calculated field on my projects. It provided me with a status sorting number that I could use to sort my report and then I could hide the column.
example: IF({status}="PLN","1",IF({status}="CUR","2"))
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You could do either but sometimes the fields are 1 time usage so I prefer them as a report field instead of a custom object field. This also assumes that they have a form that is attached to every project.
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