Re: Reverting to Original Sort Order After Sorting In a Report?

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In Reply to: Reverting to Original Sort Order After Sorting In a Report? posted by Andrew on December 23, 2005 at 08:12:59:

: Hi there,

: After opening a report and then changing the sort order using the 'SORT' command from withing the report and then closing the report to view the graphs when finished, I notice that the new sort order has remained? It takes me ages to custom sort my investments manually, but it's good to be able to do a quick sort from within a report (e.g. sort by 6 month yields) but I want to be able to go back to my manually sorted list when finished.

: I know one way around it is to do a 'save portfolio as' and use this to play around with the sorts in a report and leave my original portfolio 'as is'.

: But, is there a way to save the sort order and then reload it later?

: Thanks.

: Andrew

Hi Andrew,

There is an option that controls whether or not the investment stack is updated when you sort a report. From within a report window, see "Options / Report Preferences... / General / Update Investment Stack When Sorting Reports". It sounds like you just want to turn that option off.

Another useful command you may want to use is "Investments / Rever Order". This puts back your investment stack to the same order as when it was opened.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Reverting to Original Sort Order After Sorting In a Report? Andrew 22:31:23 12/23/05 (0)