Group Search Results

Your Trading Grid service might allow you to group search results by address (Sender or Receiver ID), time interval, and other criteria. This can make it easier to analyze search results that include many records.

You can define the order in which to apply criteria to the search results. For example, Active Documents could sort search results first by partner name, then within each partner group by document type, then within each partner group and document type by time interval, etc.

The Group Result By option is available at all levels of Search.

To group search results

1	In the File, Interchange, or Document tracking data area of the Search page, select the Group Result By check box.

New fields display below the check box.

2	Use the drop-down lists to specify the order in which to apply criteria to sorting the list, and to omit criteria from sorting.

For any field you want the sort to ignore, select Consolidate for that field.

For example, sort 1st by My Address, 2nd by Partner Name, and select Consolidate for the Time Interval. Your results will be sorted by Partner Name within My Address.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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