Item 1, you can script a find and sort process so that records needed for your report are pulled up and sorted in the correct order. Do you know how to write scripts?
Your script would follow this outline:
Go to Layout [Report Layout]
Enter find mode
Set field [table::field1 ; Expression ]
Set Field [Table::Field2 ; Expression ]
Set Error Capture [on]
Sort [Restore ; no dialog]
Item 2, you can use a script with Save Records as PDF to save the report in PDF format and you can use a variable such as $Path to name the PDF file:
Set Variable [$Path ; "file:" & Get ( DesktopPath ) & "Report Name " & Substitute ( Get ( CurrentDate) ; "/" ; "-" ) & ".PDF"]
Save Records as PDF [Restore ; No Dialog ; $Path ; Automatically Open ; Records being browsed ]
The above example saves the PDF to your desktop as a file named as Report Name with the current day's date appended to it.
Thanks very much Phil. I'll give this a try.