📊 Module 08: Results Columns & Sorting

Week 2 • Saved Searches Fundamentals • Core Skills

The Results Subtab

The Results subtab is where you define what fields display in your saved search results, how they're sorted, and in what order they appear. This is where you customize the output to show exactly the information your users need.

Managing Columns

➕ Add Column

Select a field from the dropdown and click Add

➖ Remove Column

Select the field and click Remove

⬆️⬇️ Reorder

Use Move Up/Down buttons or drag the handle

➡️ Insert

Click Insert to add a field above the selected one

📍 Column Order

The field at the top of the columns list appears on the left side of search results. The field at the bottom appears on the right. Reorder columns to put the most important information first.

Custom Labels

By default, the field name displays as the column header. You can rename columns with custom labels for clarity.

  1. Click directly into the field under Custom Label
  2. Enter your preferred column header name
  3. Click OK to confirm

💡 Example: Rename "Name" to "Client"

If your company refers to customers as "clients," customize the label:

The search results will now show "Client" as the column header instead of "Name."

Sorting Results

🔢 Sort By Options

  1. On the Results subtab, locate the Sort By dropdown
  2. Select the field to sort by
  3. Check Descending to sort from highest to lowest
  4. Use Then By dropdowns for multi-level sorting

⚠️ Important

You can sort by a field that is not included in the results columns. This means results can be ordered by a hidden field, which may confuse users. As a best practice, include the sort-by field in your results columns.

💡 Example: Sort Customers by Balance

Show customers with the highest balances at the top:

Result: The customer with the greatest balance appears first.

🎯 Key Takeaways