Jump to content
Philip

Sort in Report

Recommended Posts

I set up preferences to show the tag list in the Details window in date sort order with the undated items at the end. But when I print a report (say, Individual Narrative), the undated items come first. How can I make the reports follow the sorted list in the Details window?

Share this post


Link to post
Share on other sites
I set up preferences to show the tag list in the Details window in date sort order with the undated items at the end. But when I print a report (say, Individual Narrative), the undated items come first. How can I make the reports follow the sorted list in the Details window?

So far as I know, the only way is to add sort dates to those tags. Sort dates ar only available in Advanced data entry mode - go to Preferences > Program options > Data Entry to change to that mode.

Share this post


Link to post
Share on other sites
I set up preferences to show the tag list in the Details window in date sort order with the undated items at the end. But when I print a report (say, Individual Narrative), the undated items come first. How can I make the reports follow the sorted list in the Details window?

 

Set the Sort Date on your Tag entry screen to a date which causes the the Tag to be in the place you require. You need to be in Advanced mode for this. to quote from the help file.

"To access the sort date field:

 

1. Go to File > Preferences > Program options: Prompts.

2. Place a check next to Access sort date field.

3. Click the Program options: Data Entry tab.

4. Select the Data Entry Mode: Advanced radio button.

5. Click [Apply] to save the change and continue in Preferences

or

 

Click [OK] to save the change and leave Prefer

 

Wholly Genes, Inc."

 

Les

Share this post


Link to post
Share on other sites

TMG Utility has a feature to assign sort dates to tags. Do a trial run and see if you like the results. It's unlikey to solve the problem completely to your satisfaction, but it may reduce the manual work significantly.

Share this post


Link to post
Share on other sites
TMG Utility has a feature to assign sort dates to tags. Do a trial run and see if you like the results. It's unlikey to solve the problem completely to your satisfaction, but it may reduce the manual work significantly.

 

Thanks John. Very helpful.

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

×