Reports Filter Should Sort Fund by ID Not Alpha
In Report Filters in Database View, Funds come up sorted by ID, not alphabetically. We need them to come up that same way in Webview.
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Rebecca Altes
- Sep 9 2026
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In Report Filters in Database View, Funds come up sorted by ID, not alphabetically. We need them to come up that same way in Webview.
Rebecca Altes
This would be such an upgrade and really aid in the usability of Reports. Many of us work with intentional Fund IDs so that we can see the data how we need to see it. Being unable to choose whether to sort by Fund Name or Fund ID makes it much harder to look at the report data.
This is huge for us! We have hundreds of funds, with systematic fund IDs that I use for filtering our reports. It's nearly impossible to update the query or report criteria because I have to know the names of the new funds each year rather than sorting by ID #.