Reporting Sort Options for Custom Fields

Categorical values, such as in a custom field with a pre-defined choice list, are by default sorted alphabetically in reports. However, in many instances there's a preferred or implicit ordering of categorical values. For example, the sequence "cold, cool, hot, ice cold, red-hot, warm" is less natural than "ice cold, cold, cool, warm, hot, red-hot". 

Currently, the only solution for enforcing a desired/logical sequence in a report is to add a number in from of each value (i.e. 1-ice cold, 2-cold, 3-cool, etc.) which is cumbersome and restrictive.

Preferred behavior: have the option to have reports recognize the sort sequence in which the pre-defined values in a custom field have been sorted. 

  • Matt Case
  • Feb 12 2016
  • Future consideration
Release time frame
  • Attach files
  • Michiel Kruger commented
    February 12, 2016 20:56

    An alternative would be to define the sort sequence in an interface somewhat similar to the color code interface. This would give users the ability to change the sort sequence in the final report instead of being restricted by the sequence in which categorical values were defined originally.

  • Michal Anderson commented
    March 16, 2016 23:07

    Any date on when this might be implemented?  This is a current pressing issue for me.

  • Michiel Kruger commented
    October 14, 2016 17:35

    Is there any update on this? We're using categorical fields extensively and in most cases there's a logical (non-alphabetical) sequence in which we want to use these values in pivot tables.