How to Establish Sort and Subtotal Options in Sage Timeslips

In addition to filtering a report to limit the information it displays in Sage Timeslips, you can sort and, if numbers are involved, subtotal report information. For example, if you use the Timeslips Reference feature, you might want to sort and subtotal client reports by reference. In the steps that follow, the Generate Bills report is used to demonstrate sorting and subtotaling by reference.

  1. Click Reports and then click the group containing the report you want to produce.

    To set up the Generate Bills report to sort and subtotal client bills by reference, choose the Billing group.

  2. In the Report List window, double-click the report you want to produce.

  3. On the Selection Filters tab, set any filters for the report.

  4. Click the Sort and Subtotal tab.

    You might see already established sort fields on the right side of the window. Timeslips sorts the report data in the order in which the listed sort fields appear. Timeslips sorts information on client bills first by the date on the client’s slips and then by slip number within each date.

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  5. If sort fields already appear on the right side of the window, click the one after which you want to add a sort field.

    For example, to sort client bill information by slip date, slip number, and then reference, click the Slip Transaction ID sort option.

  6. On the left side of the Sort and Subtotal tab, open the Sort Groups drop-down list and select a sort group.

    Timeslips displays the sorting and subtotaling options available in that sort group below the Sort Groups drop-down list. To sort and subtotal client bills by reference, the Reference sort group was chosen.

  7. Double-click the field by which you want to sort the report.

    Timeslips moves that field — in the example, the Reference Nickname 1 field — to the right side of the Sort and Subtotal tab below the sort field you selected in Step 5.

    Instead of double-clicking, you can click the right-pointing arrow that appears between the list of available sort and subtotal options and the list of sort and subtotal options already set.

  8. On the right side of the Sort and Subtotal tab, set the sort and subtotal options:

    1. Use the Order column to change the sort order from Ascending to Descending.

    2. If available, choose a Subtotal option in the Subtotal column.

    3. Use the Up and Down buttons below the selected sort and subtotal fields to reorder the way Timeslips sorts and subtotals the information on the report.

  9. Repeat Steps 3–8 to set any additional sort and subtotal options.

To remove a sort and subtotal option, click it on the right side of the Sort and Subtotal tab and then click the left-pointing arrow that appears between the list of available sort groups and the list of sort and subtotal options already set.

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