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Sort Options

Use the Sort control in the Files toolbar to change the order of statements. You can sort by statement metadata or by revenue.

Sort Fields

FieldDescription
IDStatement ID (upload order)
File NameAlphabetically by file name
Created DateWhen the statement was uploaded
Accounting PeriodPeriod covered by the statement
Revenue TotalTotal revenue in the statement
Revenue MatchedAmount of revenue matched to catalog assets

Sort Direction

Each field can be sorted ascending (A–Z, oldest first, lowest first) or descending (Z–A, newest first, highest first). Default: ID, descending (newest uploads first).

Changing Sort

  1. Go to StatementsFiles
  2. Click the Sort control in the toolbar
  3. Choose the sort field and direction
The sort indicator shows when a non-default sort is active.

Files Overview

List columns and data shown.