Sorting your walkthrough report helps you quickly find relevant information and spot patterns in your data. Learn how to sort by different columns, use multi-sort, and clear filters for a smoother reporting experience.
Step 1: View your walkthrough report. By default, the data is sorted in ascending order by Unit.
Step 2: Click the Unit column header to sort the data in descending order.
Step 3: Click the same column header again to clear the sorting.
Step 4: Sort by any other column header except for Size. You can sort by Unit, Status, Damaged, Tenant, Paid Through Date, Delinquency Stage, or Overlock.
Step 5: To multi-sort, first click the header for the initial column you want to sort by—like Delinquency Stage.
In this example, I'll click that header twice so that my Liens and Pre-Liens are at the top of the list.
Step 6: Then, click another column header, like Unit Number, to add a secondary sort (e.g., unit numbers in ascending order).
Step 7: To clear all sorting, click the X button on the right side of the header bar.
Efficient sorting keeps your walkthrough reports tidy and focused, making it easier to manage and analyze your data as needed. Try sorting by different columns or use multi-sort to customize the report view to your workflow.