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Report Settings: Order By
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to determine the order in which the Summary by Category report displays category columns.
Category Ending Value (Descending): Choose this option to arrange the columns with the categories that have the greatest ending value for the period on the far left and the lowest ending value for the period on the far right. You can add Ending Value as a row.
Category Order: When setting up categories, your firm determines a default order for categories to appear in. Choose this option to sort the categories in that default order.
| Setting | Report Output |
|---|---|
| Order by set to Category Ending Value (Descending) |
In this example, columns are sorted from greatest to least value, left to right. |
| Order by set to Category Order |
In this example, the firm has organized the categories in the following order on the Categories page:
When Order by is set to Category Order, the report displays the categories in that order:
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Functionality is the same in the PDF report templates as in dynamic reports.
Performance Reports
For more information about security categories, see Security Categories.
