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Group cockpit by customer name and sort by renewal date in the entire cockpit

  • January 6, 2020
  • 2 replies
  • 20 views

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Currently, we can can do a group by All and sort by the renewal date. However, group by customer name and sort by the renewal date on the overall data which is not currently possible.

2 replies

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • January 7, 2020

Hi @sai33335 the way this functionality works currently is that the sort is applied after the grouping is complete. So in your case, when you first group by customer, the sort by renewal date is extraneous as all of the CTAs for that customer will have the same renewal date. If you group by Customer then the sort criteria should be a CTA characteristic to allow for sorting within the CTAs due for each customer. Hope this helps.


sai_ram
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  • Expert ⭐️⭐️
  • January 24, 2020

@sai33335 is your query resolved or do you need any help here?