06 Mar How do I sort on columns?

Most of the tables in the system allow for sorting by columns.  When you hover with the cursor over a column header and it becomes underlined, it is an indication that the column can be sorted on. Then click on the column header to sort ascending and click again to sort in descending order on that column.

For example, the list of investor accounts are sorted by name (ascending by default). By clicking on another column’s header, the list will be sorted according to that column. In the attached example, the “Investment Value” column was selected twice, to sort with the biggest values on top.