Report on the Percentage Ratio of Return Authorizations over Sales per Customer

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click Transaction.

3. Search Title field: entered your preferred name for the search (eg. Rate of Return)

4. Under Criteria tab > Standard sub tab, on Filter column, display the dropdown field and set the following.

● Type is any of Return Authorization, Cash Sale, Invoice.
● Main Line is true.

5. Under Results tab > Columns sub tab > Field column set the following:

● On Name field set Summary Type Group.
● Add Formula (Currency) then set Summary Type to Sum then add Summary Label like Sales
   Formula:
   CASE WHEN {type} IN ('Invoice','Cash Sale') THEN {totalamount} ELSE 0 END
● Add Formula (Currency) then set Summary Type to Sum, set the Function to Absolute Value, then add Summary Label like Returns
  Formula:
  CASE WHEN {type}= 'Return Authorization' THEN {totalamount} ELSE 0 END
● Amount (Transaction Total) then set Summary Type to Sum then Add Summary Label like Sales - Returns
● Add Formula (Percent) then set Summary Type to Maximum, set the Function to Round to Hundredths, then add Summary Label like Rate of Return

  Formula:
  ABS(SUM(CASE WHEN {type}= 'Return Authorization' THEN {totalamount} ELSE 0 END))/NULLIF(SUM(CASE WHEN {type} IN ('Invoice','Cash Sale') THEN {totalamount} ELSE 0 END),0)

6. Click Save & Run.

Note: If you want to run this search for particular customers, just add Name filter then choose the customer names.