[mart]

I’ve created a report that shows all invoices for a given department and groups them by client. This allows sales reps to see which clients have purchased the most from that department.

I would like to sort the report in descending order by which clients have purchased the most. But when I add that sorting order to the report it only sorts on the individual invoice, not the overall amount. So the client with the largest invoice ends up on top not the client with the highest overall amount.

This seems like a relatively simple request, am I missing something? How can I sort a report by amount when the results are grouped by client?

REPORT DETAILS

Columns:

1) Parent Client Grouped

2) Name

3) Date

4) Transaction Number

5) Transaction Total (Revenue)

Filters:

1) Department equals Protein

Sorting:

1) Transaction Total (Revenue) Descending
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[mgoodman]

RE: Sorting Sales Reports by Amount

Did you consider making a Summary report, and when the user clicks on the summarized amount, show a detail report with additional info on each individual invoice? That would give you the sorting you’re looking for.

[mart]

RE: Sorting Sales Reports by Amount

I did try making a summary report – we still have the same sorting issue. I tested this with a new summary report using the steps below:

1) Reports > New Report

2) Sales

3) Metric: Transaction Total (Revenue)

Summary (selected)

Component: Client/Job

Field: Name (Grouped)

4) Run Report

5) Change Date Range to this year

6) Collapse all

The sorting is still in a semi random order. It is sorted according to which summary clients have the single largest transaction.

[mgoodman]

RE: Sorting Sales Reports by Amount

Strange, I did exactly what you mentioned in your last post in a demo account and I got the customers sorted Descending by total sales.

I double-checked and the first customer had total sales of ~400k with his highest single sale being about 4.5k. The second customer had a total sales of ~380k with a highest single sale of ~340k. Therefore it definitely seems to be sorting by total sales and not highest single sale.

[mart]

RE: Sorting Sales Reports by Amount

That seems really strange to me – I cannot get the results to sort descending by total. Are you on verison 2011.2? Perhaps after our account upgrades this weekend this problem will be resolved.

As of right now, I can confirm that by following the steps in my previous post I get an unsorted result set back. It looks like this:

Company 1 $342,280Transaction 1 $342,280Company 2 $480,939Transaction 1 $339,374Transaction 2 $141,565Company 3 $398,409Transaction 1 $594Transaction 2 $230,163Transaction 3 $165,271Transaction 4 $2,380

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