Production report sorting

[Hans Manhave]

It appears that if I run a Production Report with Major Sort: Customer code:Subtotal by Sort/No Page Break 

I get a "No Customer Code" listed as a subheader in my report and no sort happens (items list in some order).

There is no sort available by policy number in any of the sorts.

What is a person to do, besides writing one's own report or playing in Excel?

[Andrew Carrick]

Maybe it's a "reset criteria" needed for that user? You can't sort by policy number in the canned report I'm afraid, only Policy Type.

[Hans Manhave]

Isn't that funny?  Sorting by policy number is such an obvious need for insurance.  I know, I'm an ugly duckling with non-retail requirements.  We need to pay surplus lines taxes in multiple states and we assign our own policy numbers.  We created a system to the madness, but TAM was holding me back.

TAM is just fine though, when you can supplement it by writing your own reports and so I made one.  Sorted neatly by policy number and subtotalled, then by effective date.  Life is good.  I just keep being surprised by some things being in TAM Reports already and I not knowing about it, so I thought I'd ask.