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Applying a sort
| 1. | If necessary, apply a Grouping. Either: |
| • | drag a column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or |
| • | insert a new field name: |
| i. | Right-click in the Data Area. |
| ii. | Select View Options > " Edit Displayed Data" from the subsequent menus. |
| iii. | Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button. |
| iv. | Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
| 2. | Click the required group heading to enable the data sort. |
A sort may be applied to any or all of the Group (or column) headings available.
Clearing a sort
| 1. | Right-click in the Grouping Area. |
| 2. | Select View Options > " Clear Sort" from the subsequent menus. |
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