Sorting Options

Sorting Options#

Configure how shareholder data is ordered in your report by selecting sort field and direction.

Sorting Section Overview#

Configure how the report data is sorted:

../../../_images/sorting-filter-section.jpg

Sorting Section Overview#

Sort By#

Select the field used to order shareholders in the report:

../../../_images/sort-by-dropdown-expanded.jpg

Sort By Dropdown Options#

Sort By Options

  • Total Shares - Sort shareholders by their total share count.

  • Name - Sort shareholders alphabetically by name.

Order By#

Select the direction for sorting:

../../../_images/order-by-dropdown-expanded.jpg

Order By Dropdown Options#

Order By Options

  • Ascending - Sort from lowest to highest (A-Z for names).

  • Descending - Sort from highest to lowest (Z-A for names).