Sorting detail reports

Mar 03, 2011 2 Replies
J

I'm running a detail sales report by customer. When I run the report, the sort field is set to "default" and as such, the detail transactions grouped under each customer and sorted by date, however, the customers are not sorted alphabetically. I have another QB file that when I run this very same report, the names are sorted alphabetically. Am I missing something on the new file????



I.E.



in old file, the report lists like this - as is should:



Acustomer, name 1/1/11 item details 1/6/11 item details



Bcustomer, name 1/1/11 item detail 1/16/11 item detail



Ccustomer, name 1/2/11 item detail



in the new file, the report will list like this - not what I want:



Bcustomer, name 1/1/11 item detail 1/16/11 item detial



Acustomer, name .......



Ccustomer, name .......


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L

The order of the entries in reports is a function of the order in the list. If they are not showing up alphabetically then you need to resort the list. For some reason, QB adds new entries to the top of the list.

To sort the customer & vendor lists: open write checks. Tab to the payee field and hit Ctrl-L. This will open the Name list. At the bottom of the screen is the "Name" menu. Select "resort list" and the customer and vendor lists will be sorted alphabetically.

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J

Perfect. That did the trick. Thank you so much. That makes reports so much easier to read.

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