This page explains the functions of each of the buttons on the reports toolbar.

Within a report category, the toolbar above can be located in the top-right corner of the screen. Each of these options may not be applicable to every report category and thus, may not be present. Nothing to be alarmed by, just another step to make your experience easier. 

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The 'sort' icon allows you to reorder the results within a report. The sort feature is useful for organizing a report by newest date/oldest date, highest amount/lowest amount, alphabetical/reverse alphabetical, etc. To reverse the sorted order of any column, click the arrow ↑/↓ in the sort tab. Similarly to the filter tool, the sort option allows you to sort by any column within a given report category. Click 'Apply' to sort by your chosen columns or 'X' to cancel your sorting choices.

Group

The 'group' icon is another tool for organizing a report by specific groupings. The group feature is useful for things like combining entries related to the same tax program or separating accounts receivable by cash/checks/credit card groupings. In the example below, the option 'Group by Project' was selected to separate an accounts receivable page by their project names. Click 'Apply' to group the report by any selected columns or 'X' to cancel your selections. 

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