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Sort Grid Screens Using Column Headings

Customize your workspace by sorting grid data. Click any column heading to toggle between ascending and descending order.

💡 Why Use This

Sorting lets you quickly group and find records without running a report. Sort by date to see the most recent activity, by status to group policies together, or by carrier to verify imports — all with a single click.

How to Use

  • Sort — Click any column heading (e.g., Client Name, Date, or Amount) to sort by that column.
  • Direction — A grey arrow indicates whether the sort is ascending or descending. Click the heading again to reverse the direction.
  • Date Sorting — Use this to quickly see the most recent payments or upcoming renewals.

Sort Example 1 Sort Example 2

Tips for Getting the Most Out of Sorting

  • Sort by Status — Groups all Active or Terminated policies together instantly.
  • Sort by Carrier in Payment History — Quickly verify that all payments for a specific carrier were imported correctly.

Need help? Contact support@commission-tracker.com