Tuesday, June 11, 2019

Saved Search for Invoices created Hourly

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction.
3. Modify Search Title.
4. On the Criteria tab > Standard subtab > Set the following Filters:
- Type is Invoice
- Main Line is true
- Date (set preferred date range)
- System Notes: Type is Create

5. On the Results tab > Columns subtab > add or remove the fields as needed and add the following fields:

- Field = Date
  Summary Type = Group

-Field = Formula (Text)
 Summary Type = Group
 Formula: TO_CHAR({systemnotes.date},'HH PM')

 - Field = Formula (Currency)
  Summary Type = Sum
  Formula: Case When TO_CHAR({systemnotes.date},'HH PM') = '10 AM' then {amount} else 0 end
  Custom Label: 10 AM

6. Click Save & Run.

Note: Repeat the Formula (Currency) field and modify the '10 AM' to add the sum of amounts of other times.

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