Shareholder Information > Sort Shareholders dialog

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Use the
Sort Shareholders
screen to sort the shareholders in the
Shareholder Information
window.
Select
Sort
from the toolbar, or select
Column
, then
Sort
in the
Shareholder Information
window.

Fields and buttons — Item group box

Shareholder names
Sort shareholders by the their last names.
Column
Use the
Column
dropdown list to sort shareholders by the selected column.

Fields and buttons — Method group box

Ascending
Sort the shareholders in ascending order (A to Z, or lowest to highest number).
UltraTax CS sorts shareholders according to the Item group box, using the method you select here.
Descending
Sort the shareholders in descending order (Z to A, or highest to lowest number).
UltraTax CS sorts shareholders according to the Item group box, using the method you select here.

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