Scenario

Sort Byfields can always be selected on theResultstab of any Saved Search. This specifies how the results will be displayed when you run the search. Sometimes a user also definesSummary Typesfor the result fields, but he/she may forget to place the sort to use when viewing the search in summary form.

The default field showing in a Transaction Saved Search isDate. If Date is not set up with aSummary Type, this field will not appear in the Summary view of the search, yet it still would be sorted this way if this same field is still in theResultstab.

Solution

The reason is that the order of the fields that default in theResultstab of a Saved Search also serve as the default sort.

In a Transaction Saved Search, the default fields are the following:

• *
• Date
• Period
• Tax Period
• Type
• Number
• Name
• Account
• Memo
• Amount

If you keep theSort Byvalue toDate, setSummary Typevalues toAmount(asSum) andName(asGroup), the results will be sorted by Name when you run the search. If you move the Amount field at the top of the Results tab, the sorting will still be the same.

The mainSort Bywill always be placed first when you initially create the Saved Search even if you move the fields accordingly. This is why it is still important to set the sort when using Summary Types.