Can I arrange the order of categories?

You can arrange the order of category groups. These are blue lines within the Income & Expenditure Summary (by Fund) report. You will see them on the Income & Expenditure Category Settings screen.

To manually adjust the order of category groups (blue lines):

1. Go to the Income & Expenditure Summary (By fund) report.

2. Click the 'Customise' option (top right).

   

3. In the 'Category Group Order' drop-down menu, select 'Sort by position'.

   

4. Click 'Submit'.

5. Then, in the Category Settings screen, use the up/down arrows to change the order of category groups in your reports.

   

Note that, while you can change the order in category groups appear, you can't change the order in which categories appear within a category group. Categories will always be alphabetical.

If you wish to order categories within a category group, you will need to do this by prefixing the category name with a letter or number e.g. 01 Room Hire, 02 Donations etc.

But usually, this isn't necessary. It's just the category group order that organisations like to adjust and reports are more easily readable where the category order is left as alphabetical.

To better understand the Finance Reports module, please view the module overview video here.