Scenario
Sort By fields can always be selected on the Results tab of any Saved Search. This specifies how the results will be displayed when you run the search. Sometimes a user also defines Summary Types for 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 is Date. If Date is not set up with a Summary 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 the Results tab.
Solution
The reason is that the order of the fields that default in the Results tab 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 the Sort By value to Date, set Summary Type values to Amount (as Sum) and Name (as Group), 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 main Sort By will 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.