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Sorting the Case List

The following tutorial will cover the basics for creating and applying sort orders to the Case List in PHDWin. Sort Orders are a quick, and easy way of organizing data by grouping, and ordering cases based on user specified criteria. Sorts are also used to control the summaries and subtotals that get generated during a report run.

After completing the tutorial you will be able to:

  • Identify the purpose of a sort order
  • Create new sorts from scratch
  • Apply existing sort orders to the case list
  • Use sorts to control summaries and subtotals in reports
  • Manage multiple sort orders through the use of templates

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Filtering the Case List

The following tutorial will cover the basics for creating and applying filters to the Case List in PHDWin. Filters are a quick, and easy way of organizing data by temporarily hiding any cases that do not meet the user specified criteria.

After completing the tutorial you will be able to:

  • Identify the purpose of a filter
  • Create new filters from scratch
  • Apply existing filters to the case list
  • Manage multiple filters through the use of templates

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