Quote Reports - controlling the display order of equipment lists

The release of v272 enhances and makes explicit a feature that has always been there, namely explicitly setting the values of the SortOrder field in the Eqlists.nx1 table. The column that stores this information has until v272 been available on the "hamburger menu" that pops up from the extreme top left cell on the grid and was captioned "Sort Order". The feature was there for advanced users who wanted to type in the numbering of the order lists should appear in certain reports and then adjust the reports to respond to this. In v272 we have made this feature more prominent and easier to use and in this article we explain how to quickly and easily to adjust your Quote report (some experience of editing reports in HireTrack NX is assumed).

In the screenshot below we have a nested sorting of the equipment lists: first by "Status" (descending) then by "Out" (ascending). If you want to sort by more than one column like this hold down the SHIFT key when click a column header. With the nested sort as displayed we want our customer to see the Confirmed lists first and in Date Order. We can see that someone has already applied values to the Print Order column but now that is out of sync with the active display order. This can be quickly updated by clicking the button indicated by the arrow.

Once the button that saves the  current grid display order is clicked the Print Order column is updated thus:

In order to have this Print Order respected by your Quote Report. In the following steps I shall be adjusting one of the standard Quote reports distributed with HireTrack NX - your quote report may be different, possibly heavily customised, but the principles will be the same.

Open your Quote report and go to the Data tab. On the DataView that gets all the equipment list data click the SortBy button to invoke it's editor.



In the editor the pops up scroll the top list until you can see the Eqlists.SortOrder field then double click on it to add it to the bottom list. Select the new entry with your mouse, then use the UP ARROW to the right of the bottom list to move the added field to the top and click OK to save your changes.


 
That's it you are ready to go! Go back to the Design tab and Save your report.