Data sorting - like in Excel

Comments

• 11 Comments sorted by Votes Date Added
• joebordes

  March 2010 Vote Up0Vote Down

  you should be able to do this with reports
  
  joe
  tsolucio
• ppvr

  March 2010 Vote Up0Vote Down

  thanks for pointing me to reports. i have never used reports before. one quick question before i investigate reports further: are reports just static formatted text ready for printing or will i get an html interactive table where i can click on a name and it jumps to the contact information sheet? of course i want to achieve the 2nd option (interactive table).
• descry

  March 2010 Vote Up0Vote Down

  "ppvr&quot wrote:

  thanks for pointing me to reports. i have never used reports before. one quick question before i investigate reports further: are reports just static formatted text ready for printing or will i get an html interactive table where i can click on a name and it jumps to the contact information sheet? of course i want to achieve the 2nd option (interactive table).

  
  hi there,
  
  reports won't result in an interactive html sheet. you are able to print/pdf or to export to excel.
  
  my solution for your request.
  
  create five new filters for your lead view/account view or whatever.
  i mean one for each priority class.
  then choose the needed priority filter and finally click on the company column.
  
  guess you know how to create a new filter (new custom view)
• ppvr

  March 2010 Vote Up0Vote Down

  "joebordes&quot wrote:

  you should be able to do this with reports

  
  could you elaborate on that? i have just read the whole documentation about reports and found nothing about the "sort by... then by ..." type of feature. all i can find in reports is filtering. i don't want to filter, i want to display the whole data, but sorted by "sort by... then by ..." as you do it in excel. of course, i want to avoid having to export my data to excel, because this adds too many extra steps.
  
  

  "descry&quot wrote:

  create five new filters for your lead view/account view or whatever.
  i mean one for each priority class.
  then choose the needed priority filter and finally click on the company column.

  this makes 5 different lists. same remark as above. all i want is a long list with everything sorted inside, not 5 separate sorted lists.
• joebordes

  March 2010 Vote Up0Vote Down

  in step 3, report type, select summary report
  in step 5, specify grouping, you will be able to sort on three columns
  
  joe
  tsolucio
• ppvr

  March 2010 Vote Up0Vote Down

  ok, step 5 now shows up.
  
  but...
  
  the final report shows records in a totally random order, not even 1 column is sorted. isn't grouping supposed to mean "sorting"?
  
  
  details of what i did:
  
  - step 3: report type "summary report"
  
  - step 4: selected columns leads first name, leads priority, leads status
  
  - step 5: summarize information by: priority (descending) and then by lead status (descending)
  
  - step 6, 7, 8: default values (nothing selected)
  
  - result: unsorted report.
• ppvr

  March 2010 Vote Up0Vote Down

  fond out why. there is a bug in reportrun.php. it is in the track. correction can be found here:
  
  http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/6337
• hep012

  April 2010 Vote Up0Vote Down

  can anyone tell me how to apply the patch? and which one should i apply, the patch.patch or the patch.diff?
  
  thanks!
• pratim

  April 2010 Vote Up0Vote Down

  hi hep012,
  
  you can find the zip file to extract in the following forums link
  
  <!-- m --><a class="postlink" href="http://forums.vtiger.com/viewtopic.php?p=92219#92219">http://forums.vtiger.com/viewtopic.php?p=92219#92219</a><!-- m -->
  
  make sure to take the back up of the file before applying the patch.
• hep012

  April 2010 Vote Up0Vote Down

  hello pratim,
  
  i have modified the reportrun.php file before. therefore i don't want to replace my current file. how and where can i modify the file without applying the patch then?
  
  thanks!