How do I arrange the order of the groups displayed on Automatic documents?

To arrange the order of the groups displayed on Automatic documents such as the Trial balance by leadsheet (i.e. 30-401):

  1. From the ribbon, select Engagement tab| in the Setup area | Grouping.  
  2. Click on any column heading until the triangle on the right side of the column heading is removed. 
  3. Select the line that you want to move.
  4. From the ribbon,  select Home tab | in the Move area | Shuffle Up or Shuffle Down to move the line to the appropriate position.
  5. Open document 30-401.

Note: If the groups are not appearing in the correct order, ensure Auto Arrange is not selected in the 30-401 properties.

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