Create Search of Customer Profitability Separating Shipping Cost From Revenue

1.     Navigate to Lists > Search > Saved Searches > New

2.     Search Type = Transaction

3.     Name your search in Search Title

4.     In Criteria tab > Standard subtab > Filter > Add the following:

a.     Account Type = is any of Income, Cost of Goods Sold

b.     Posting = True

c.      Tax Line = False

d.     Shipping Line = False

e.     Type = is any of Invoice, Item Fulfillment

5.     In Results tab > Column subtab > Fields. Add the following:

a.     Field = Name / Summary Type = Group

b.     Field = Formula (Numeric) / Summary Type = Sum / Formula = case when {accounttype} = 'Income' then {grossamount} else 0 end / Summary Label = Total Revenue

c.      Field = Formula (Numeric) / Summary Type = Sum / Formula = case when {accounttype} = 'Cost of Goods Sold' then {grossamount} else 0 end / Summary Label = Total Cost

d.     Field = Formula (Numeric) / Summary Type = Sum / Formula = (case when {accounttype} = 'Income' then {grossamount} else 0 end) + (case when {accounttype} = 'Cost of Goods Sold' then {grossamount} else 0 end)  / Summary Label = Total Profit

e.     Field = Formula (Numeric) / Summary Type = Maximum / Formula = {shippingamoun} / Summary Label = Shipping Cost

6.     In Available Filters tab > Filter column, Add "Date" and Show in Footer should be checked

7.     Hit Add

8.     Hit Save & Run