Reports - Sorting by Roles in Toolbox 7.1
PRINTMost campaigns sort at least one Report by Organizer or by OC. The introduction of Project Roles in version 7.1 will result in a slightly different way of sorting in Reports. This article explains those changes.
In previous versions of Toolbox sorting by Organizer or OC was a matter of selecting one of those options from the Layout & Options tab of the Report Wizard. Due to the added functionality of Roles in 7.1 users needs to specify which Role they’d like to sort by on the Output tab of the Report Wizard. To do so, on the Output tab simply select “Turf” from the Add Item combo-box as shown below.
Next, specify the Turf you want to sort by. In this example “Organizer” is selected.
Next, set the sorting option on the Layout Tab. By typing “Turf” the combo-box will automatically jump to the Turf in the list
Select “Turf: Assigned To - Organizer” and click the view button. You will use this same process for sorting any Roles associated with a Project. Once you’ve done this for a report these selection will be saved for the next time you run this report.
Sorting by Turf vs. Roles
You may notice in this list both Roles and Turf.
Do not confuse these two as you will get dramatically different results in sorting you reports. 98% of the time you’ll want to sort by Turf and not by Role. Selecting Sort by Role is very similar to sorting by a list. That is, a person is either a member of the Role or not a member and when you print the list all people who belong to that Role will be at the top of the list and all people who do not belong will wind up below.
For example, say you’ve got 10 people out of a total of 150 people in your Project on the Organizing Committee. If you choose to sort by “Role: Organizing Committee - Has Role”
You will get a list of those 10 Organizing Committee members at the top of the list with the rest of the 140 following them.