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How to Sort by Jobs Information

If you are trying to sort records in a report but job-related information does not display in the sorting and grouping drop-down menus, you’ll need to add it as a additional item.  To do so, go back to the Output tab in the reports and click the drop-down menu under “Add Item” as shown below.

Output Tab

If your project has more than one employer, you will need to select the employer you would like to sort on. (Note: if the projects in your Toolbox are single-employer project this step may not be necessary.) Click on the blue dot and a new window will pop up listing employers linked to your project. Select the employer you’d like to retrieve information on and click “OK” to close this window and proceed to the next step.

Now when you go to the Layout & Options tab the employment information will be available for sorting.

Layout & Options Tab

Note: you will only need to do this once for each report you run.  The next time you run this report this option will be retained.

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