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Sorting an Investment Transaction Report

acs2

Recently I created a report where I chose to sort by Action. This is the result (attached)

Screenshot 2026-05-04 123541.png

. As you can see it is not sorted by Action. I had the same result with a few attempts.

Any ideas or suggestions?

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Investment Reports

Comments

NotACPA

I just re-created this in one of my own accounts.

The sort by Action option is only available after the report has been created initially … and it isn't working.

Have you used HELP, REPORT A PROBLEM, because you've found a bug!

BTW, sort by Category or Memo (again in the customizing after initial report creation) don't work either.

Jim_Harman

Thanks for reminding us. Report sent. This is in R67.7

acs2

Thanks Jim, I'l not send a duplicate report

Jim_Harman

@acs2 and everyone else, if this problem is important to you, please send reports of your own. They use the number of reports they receive to help decide how serious problems are.

Reference this discussion so they can see more screen shots that demonstrate the problem. Development will not pay much attention to a problem unless it is clearly documented and they can replicate it in house or see it in a support session.

q_lurker

The sort by Action option is only available after the report has been created initially … and it isn't working.

That is really odd. Using the gear-icon to customize the report —

Before the report has been generated

After the report has been generated:

The 'before' selection are the same as apply for a BANKING transactions report. The 'after' selection are customized to investment account parameters. And this is for R61.21.