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How To Sort the Portfolio

Updated over 3 months ago

Introduction

The Portfolio module offers a look at all your onboarded assets and sites. As such, you have the choice to customize your view of all your portfolio assets and sites.

Steps

Go to: Portfolio > Portfolio

You can sort all your portfolio results by setting the filters in either ascending or descending order. You can also clear the order and sort them again as often as you want.

  1. Open the Sort dropdown. By default, the system sorts the portfolio results by Fault status in descending order. This is why the sort button appears as Sort 1. If more sorting options are chosen, this will be reflected in the button name

  2. Select the order of sorting you want, either ascending or descending

  3. You can change the order by dragging and dropping the items in any order you want

  4. The Clear button will remove all sorting rules. The Sort button name will change to Sort Items to reflect this change

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