CCNC/CCNC Module 5/Creating reports/Basic Reporting/Grouping And Sorting

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Tutorial.png Basic Reporting 

The Reporting Wizard | Choosing the data | Grouping and Sorting | Report Layout | Saving and Deleting | Self Assessment | Summary & FAQs

Grouping and sorting the reports data

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Upon completion of this tutorial the learner will be able to:
  • Set report groupings
  • Choose a sort order


Figure 1. Grouping the data

Grouping gives you the option to add grouping levels. This means that you can group records according to the values in one or more fields. You select the fields by clicking on them and clicking the arrow > to move them into the Groupings box. You can group up to four fields in a report. As an example, it may be desired to group a report by country so all the records in the report that are from the same country will be next to each other in the report. If you do not wanting Grouping leave this box as it is and click on Next.


Figure 2. Sorting the data

The ability to sort data in the report is also useful. During the sorting step the report wizard will prompt for the fields and the order to base the reports sort. The sorting step of the wizard lets you choose how you want the data to be sorted based on specific fields. For example in Figure 2 the data will be sorted according to the 'country' field from A-Z (Ascending). A second field could be specified and so on with up to four fields. If you don't need to sort the data into any particular order then leave this screen as it is and click on Next.

Test your knowledge

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Grouping and Sorting


1. Grouping and sorting are two ways to say the same thing?

Incorrect, grouping creates groups of like records where sorting puts the records in a predetermined order. Click here to review the topic.
Absolutely Correct!

2. Sorts can include up three fields?

Incorrect, sorts can include up to four fields. Click here to review the topic.
Absolutely Correct!

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