Navigate toLists > Search > Saved Searches > New >Select Transaction.
Criteria tab > Standardsubtab:
- Type = is Invoice
- Status = is Invoice:Open
Results tab > Columnssubtab:
- Name | Summary Type = Group
- Document Number | Summary Type = Count
- Created from
- Item Rate
- Amount (Shipping)
Also, ensure Show Totals is checked.
Available Filters tab:
- Date; Show in Footer = Yes (true)
- Customer Fields... > Name/ID; Show in Footer = Yes (true)
This will generate a list of invoices for eachcustomer. Upon clicking on individual customer names, a list of openinvoices with associated items, unit rates and total costs will berevealed.
Note:The Amount (Shipping) field extracts both the shipping and handling as atotal.