Sorting on Transaction report

[Gally]

Can we have a filter to sort by column on the transaction reports. I have the same funds in multiple portfolios and would like to see a report subtotaled by fund irrespective of portfolio?

Still evaluating so please forgive teh lack of knowledge

[Mark]

Hi Gally,

This is there now. When you're looking at any report, including the "Investment Transactions" report, there is a top level "Sort" menu. This menu lists all the available columns, so you can sort by any one of the report columns. There is also a "Sort / Inverse Sort" so you can sort either ascending or descending.

Make sure you have a 9.x version, as earlier versions couldn't sort the Investment Transactions report by any available column.