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Estado: Idea Submitted
ParkerShort
Enviado por el ‎ago 4, 2021 10:53 AM

Reporting request: Sort owners by alphabetical order

Hi, I'd love to see some improvements to the custom report builder around being able to sort owner fields. Across all objects, the contact, company and deal owners (and any custom properties) are unable to be sorted correctly.

You can select that field and tell it to sort by ascending or descending, but it sorts by the ID instead of the name. This isn't helpful. All it appears to the user as is a random order. 

 

This would help as we could sort data by alphabetical order, and is really critical for larger sales teams. Without the ability to sort alphabetically on owners, it's really random as to what order people appear in. 

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21 Comentarios
AA-Ron
Colaborador
‎oct 2, 2025 2:09 PM

This is a bit of a manual workaround, but if you're looking to sort by Owner, here’s what you can do:

  • Copy and paste the summarized data into Excel as a table.
  • Remove the totals column.
  • Add a filter to the Owner column.
  • Use the filter to sort the data as needed.
  • Once sorted, you can copy and paste the data into whatever report you're building. It's not ideal, but it works with the current setup.

Would love to hear how others are handling this—any alternative approaches or tips?

Thanks!