Customer statement in date order - problem.

[dinc05]

Customer statements tweak in Report Desginer - help

I am attempting to produce a customer statement in ascending date order.

I have set the sort field to Audit_Header.Account_Ref followed by Audit_Split.Date in that order. No other 'Sorts' apply.

The customer statement still fails to come in date order. Somehow Sage Report Desginer is still sorting on transaction number instead, even though Trans_Number is not in the listed sorts or indeed even in the HEADER NUMBER Footer list; I have Date, Inv Ref and Details fields, but no Transaction number field.

Advice gratefully received.

[brucedenney]

Sorts are applied only after the groupings are applied.

The typical groupings for a statement are like this

reportgroupings.JPG

The Details records are grouped by HEADER_NUMBER and DATE_FLAG and then ACCOUNT_REF

What you want to do, I think, is to Add in a Group of AUDIT_HEADER.DATE, and put it between the HEADER_NUMBER and the DATE_FLAG groupings

So things are grouped by ACCOUNT_REF the Customer Account,
then by the DATE_FLAG (This is used to show older transactions as a Brought Forward Balance) in my experience few people use this they tend to print all the outstanding transactions.
then by AUDIT_HEADER.DATE this section doesn't need to print anything, you could hide it, its purpose for you would simply be to ge tthe transactions in Date order
then by HEADER_NUMBER