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smorrisgainsightcom
Helper ⭐️⭐️⭐️
August 11, 2016
New Idea

Ability To Choose Default Sort Option

  • August 11, 2016
  • 33 replies
  • 379 views
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behavior is that it would auto-sort in descending order off of the date field of this report.  However, there isn't a way to do this (if I put date first on the report it will sort in ascending order which we don't want). 

I tried to utilize the ranking feature, however it's ranking it alphabetically as opposed to date-driven.  Is there any talk of allowing a source report to be sorted then saved and have this preference carry over to the 360 section?

The use case is that some CSMs as they are getting more familiar with GS are thinking that we are not pulling in their tasks as the sort shows the oldest one first as opposed to the preferred sort noted above.

    33 replies

    andrew_cummins
    Helper ⭐️
    September 15, 2017
    Would like to see this as well
    garrison_young
    Contributor ⭐️⭐️
    September 22, 2017
    So this work around works for regular reports, but you are not able to set ranking for Scorecard Mass Edit reports to set the makeshift "sort" by $ACV. When you set ranking in Scorecard Mass Edit it returns a server error.
    alex_crawford
    Contributor ⭐️
    October 30, 2017
    Need this, or wondering if anyone knows of a workaround that would work for this use case - we have a Tasks report on the C360 so that users can view activities completed without needing to go to Salesforce, but because it sorts by date ascending, we aren't able to see the most recent activities for our largest customers (due to 2000 record limit).

    I've applied a date filter for previous 12 months, but for some of our biggest clients even that means there's months of activities it's not picking up - does anyone have any suggestions?

    Thanks,
    Alex 
    dan_ahrens
    Expert ⭐️⭐️⭐️
    October 30, 2017
    Hi Alex, have you tried applying ranking as mentioned above by  Venkateswara Reddy Kasireddy, Official Rep?
    VP of Customer Success at Forcepoint
    alex_crawford
    Contributor ⭐️
    November 3, 2017
    I had no idea how simple it was to do the ranking - that's worked perfectly. 

    Thanks Dan and Venky!
    melissa_i_959be6
    Contributor ⭐️⭐️⭐️⭐️⭐️
    February 22, 2018
    Any updates on these items?

    It would be greatly beneficial for us if we could:
    1) Define which column to sort on and which direction (ascending or descending) at the report builder level.
    2) Have Andrew's suggestion implemented so we could define label sort order, as well.
    joe_difilippo
    Contributor ⭐️⭐️⭐️⭐️
    April 5, 2018
    Hi,

    Is there an update on this? 
    sarah_ehresmann
    Contributor ⭐️
    May 22, 2018
    We also need this!
    manmeet_dosanjh
    Helper ⭐️
    November 9, 2018
    +1 to this request! This would help in a few reports we have set up for our CSMs. Would be great to have an option in the report builder that lets the admin pre-select whether or not it sorts in ascending or descending order.

    jamie_anderson
    Contributor ⭐️⭐️
    December 13, 2018
    +1