Allow Sorting in UI View Reports
None
It would be great if sorting (by date for example) was allowed in reports created in the UI. We have to create some of our reports that are used on the Customer 360 via the UI so that there is a link to open that exact record (activities for example). It would be great if we were able to sort the UI view so that it automatically showed newest on top, just like how Salesforce Related Lists work.
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Have you tried the Ranking option(Gear icon | Ranking ) in report builder? You can select the field on which ranking should be applied and configure the # of records to display. The config is sticky and will be carried over in C360 and dashboards. Please try and let me know if this satisfies your use case.
Thanks,
Sumesh
Thanks for the guidance. Yes the ranking option works. Still seems odd that sorting is not sticky, but I am glad to have found a solution.
Kristin
For example: I created a UI for customers renewing this quarter. I would like the list to be sorted by renewal dates by default. Currently the only way to sort the list by renewal date is to select the view and sort the list manually. any tips on how to do this?