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.
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