Saved Search to show Last Invoice Number, Date and Amount of sales orders with billing schedules or multiple invoices

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

2. Select Transaction

3. Set the following filters under the Criteria tab > Standard subtab:
 Type = is Sales Order
 Applying Link Type = is Order Bill/Invoice

4. If there is a need to add a criteria to filter last invoice date, set the following in the Criteria tab > Summary subtab:
     Summary Type = Maximum
     Field = Applying Transaction fields...> Date
     Description = is within (the desired last invoice date range)

5. Add the following fields as follows in the Results tab:
     Name | Summary Type = Group
     Number | Summary Type = Group (This is the Sales Order Number)
     Date | Summary Type = Group (This is the Sales Order Date)
     Amount | Summary Type = Sum (This is the Sales Order Amount)
     Applying Transaction: Date | Summary Type = Maximum (This is the Invoice Date)
     Formula (Text) | Summary Type = Maximum | Formula = max({applyingtransaction.number}) keep(dense_rank last order by {applyingtransaction.trandate})

     Formula (Currency) | Summary Type = Sum | Formula = sum({applyingtransaction.amount}) keep(dense_rank last order by {applyingtransaction.trandate})
 
 * The first formula (Formula Text) is the Invoice Number, and the second formula (Formula Currency) is the Invoice Amount

6. Preview or Save and Run.