32.1.3 Ordering

To view a display of the fields in the Summary View, in the ascending or descending order. Suppose in the Portfolio Balances Summary screen you want to see the Security ID for all the portfolios in a descending order. Highlight the field Security ID from the Fields list and click on it. In the Operator option list, choose Order By. The Value list contains the options:

  • Ascending
  • Descending

Click the option of your choice, say, Descending. Click the ‘Accept’ button. The following is displayed in the Ordering screen: SECURITY_ID Desc Click ‘Ok’ button. The details of securities in their respective portfolios will be displayed in the descending order, in the Portfolio Movements Summary screen. If you decide to cancel the ordering you have specified, click ‘Clear Order By’ button. The screen clears and you can specify a new order.