Parse Reports with Multiple Sort Levels

gettrial

Reports often contain multiple levels, sorted by one or more values at each level.  At the lowest level are the detail lines, which typically are the most numerous. For example, a list of employees might be sorted by department at the highest level, then by division, and finally, by office number.

When working within SyncFirst, you begin by telling the system how to recognize the detail lines and what, if any, fields should be extracted from them.  You then repeat this process for each higher sort level..

SortLevels

After you have completed the definitions for each sort level, SyncFirst uses this information to extract text from the report and create records with the appropriate data for each field.

Note that this entire process takes place within the project system, so everything that you've defined is saved and can be used again later (for example, when you are ready to process the next month's reports).