Tuesday, May 14, 2019

Create a search which will show the total amount of all cash sale transactions not created in the current year

Topull up the total amount of all Cash Sale transactions not created thisyear:

1. Create a new Transaction Saved Search, List > Search > SavedSearches > New >  Transactions.
2. Add the criteria: Type = Cash Sales | Main Line = True
3. On the results tab add Formula (Numeric) and set the formula to
CASE WHEN to_char({trandate},'YYYY') <> to_char({today}, 'YYYY') then{amount} ELSE 0 end
4. Set the Summary type of the Formula (Numeric) to Sumand everything else to Group/Maximum and hit Save & Run.

No comments:

Post a Comment