Thursday, December 6, 2018

Show Totals for Summary Type=Maximum or Minimum in a Search

In a Transaction Search, for numeric fields like Amount (Transaction Total), the Show Totals preference will not work when Summary Type is set to either Maximum or Minimum as the totals are only displayed when drilling down on the summary.

To be able to display the totals on the results, use either Formula (Currency) or Formula (Numeric) and set Summary Type to Sum. On the Formula field, type in the following: 


MAX({totalamount}) or MIN({totalamount})

Note that for our sample above, we used the field Amount (Transaction Total). Replace it with the appropriate quantitative field in your search.


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