Forum Discussion

ivanbarr's avatar
ivanbarr
Contributing User
18 days ago

MYOB Lite - Report Sort Criteria

Using MYOB Lite, and report "Supplier purchases (detail)", within each supplier, the sort default seems to be by ID No

How do you change the sort to be by Date?

10 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    18 days ago

    Hi ivanbarr,

     

    That default sort by ID can be a bit annoying when you're trying to follow things by date. In the Supplier purchases (detail) report, you can tweak this pretty easily. Just hit Customise, then in the columns section, drag the Date column up to the top of the list. That makes it the primary sort, so everything will show in date order instead.

     

    Regards,

    Sai

  • ivanbarr's avatar
    ivanbarr
    Contributing User
    18 days ago

    thanks Sai. That is exactly what i thought and tried it, but whilst the first column on the left becomes "date" it is still sorting by ID. what am i missing?

     

    Kind regrds

     

    Ivan

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    18 days ago

    Hi ivanbarr

     

    Sweet! Don’t worry, we’ll guide you through how to shuffle those columns around. Once you hit Customise, you’ll see all the options for what shows up first. Just grab the dots to the left of a column, drag it up or down to where you want it, then hit Apply to lock in your new column order.     

     

                                                        

    Cheers,

    Princess

  • ivanbarr's avatar
    ivanbarr
    Contributing User
    18 days ago

    i cant find a dropdown arrow alongside suppliers name - can you send me a screen dump please ?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    18 days ago

    Hi ivanbarr,

     

    No stress at all, you can skip hunting for the dropdown arrow and just hit the Customise button to see and tweak the column order. I’ll pop in a screenshot too so you’ve got something to refer to.

                                  

     

    Cheers,

    Princess

                                

  • ivanbarr's avatar
    ivanbarr
    Contributing User
    18 days ago

    Thanks again - but that is exactly what i did but the report still sorts by ID

  • ivanbarr's avatar
    ivanbarr
    Contributing User
    17 days ago

    still waiting for reply to my follow up

  • ivanbarr's avatar
    ivanbarr
    Contributing User
    7 days ago

    Can i please get a response to this - alternatively provide an email address of someone who can help

     

    Kind regards 

     

    Ivan

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    6 days ago

    Hi ivanbarr,

     

    Thanks for sticking with this one. I know it's not ideal when the report won't sort the way you expect. Since you've already tried the sorting steps and it's still defaulting to ID, it's best we get this properly checked from our end. At this point, I'd recommend jumping onto our live chat support through our virtual assistant, MOCA, or submit a case via My Account. The team there can dig a bit deeper and see if something's stuck behind the scenes or if it needs a quick fix on the file.

     

    Regards,

    Sai

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