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Sort Report Results

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Sort Report Results

Sort a report by the data in a particular column by clicking that column’s heading. Clicking a column header sorts data according to that column’s ascending order: text is sorted from A to Z, numerical data is sorted from lowest to highest, and time/date data is sorted from earliest to latest.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing and Legacy Folder Sharing
User Permissions Needed
To sort report results:
Legacy Folder Sharing
Run Reports
Enhanced Folder Sharing
Run Reports
  • To reverse the sort order, click the column heading a second time.
  • If the floating report header is enabled for your organization, sort behavior is slightly different.
    When users sort data by clicking a floating report heading, the report refreshes and redirects users to the beginning of report results.
  • In a report with multiple grouping levels, you can sort by the summary value that defines each grouping.
    For example, take an Opportunities report that’s grouped by type of business. Each Type grouping is in turn grouped by Stage, and each Stage grouping is grouped by Lead Source. Now you can sort the Type groupings by amount, the Stage grouping by stage, and the Lead Source grouping by record count.
    Sorting a report by grouping
 
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