1. Go to **Reports **>** SavedSearches** > **All Saved Searches** >** New.**

2. Select **Transaction** in the list.

3. Rename the Search Title.

4. Under the **Criteria** tab, **Standard **subtab,set the following filters:

**Type is Invoice

**Status is Invoice: Paid In Full

**Main Line is true

**Applying Link Type is Payment

5. Under the **Results** tab, **Columns** subtab, addthe following fields:

a. Field = Number

Summary Type = Group

b. Field = Formula (Numeric)

Summary Type = Sum

Formula = MAX({amount})

Summary Label = Invoice

c. Field = Formula (Numeric)

Summary Type = Sum

Function = Round to Hundredths

Formula = case when {applyingtransaction.type} = 'Journal' then{applyinglinkamount} else 0 end

Summary Label = Journal

d. Field = Formula (Numeric)

Summary Type = Sum

Function = Round to Hundredths

Formula = case when {applyingtransaction.type} = 'Credit Memo' then{applyinglinkamount} else 0 end

Summary Label = Credit Memo

e. Field = Formula (Numeric)

Summary Type = Sum

Function = Round to Hundredths

Formula = case when {applyingtransaction.type} = 'Payment' then{applyinglinkamount} else 0 end

Summary Label = Payment

f. Field = Formula (Numeric)

Summary Type = Sum

Function = Round to Hundredths

Formula = case when {applyingtransaction.type} = 'Customer Deposit' then{applyinglinkamount} else 0 end

Summary Label = Customer Deposit

g. Field = Applying Link Amount

Summary Type = Sum

Summary Label = Sum of Payments

6. Click the **Save & Run** button.

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