Sunday, June 30, 2019

Transaction Saved Search for Percentage of the Number of Sales Orders under $100 for Sales Reps

1)  Navigate to Lists > Search > Saved Searches > New
2)  Click Transactions link
3)  Enter your desired Saved Search Title
4)  On the Criteria tab > Standard sub tab > Filters column, set the following:

    --  Type: is Sales Order

    -- Date Created: is within - set required date/s

    -- Main Line: is True

    -- Status: is none of
        Sales Order: Pending Approval
        Sales Order: Cancelled
        Sales Order: Closed

5)  Results tab > set the following fields with the corresponding Summary Type:

    --  Sales Rep | Group

    --  Date 

    --  Number | Count

    -- Amount | Sum

    -- Formula (Numeric) | Count
        Formula : COUNT(DISTINCT(Case When {amount} < 100 then {number} end))

    -- Formula (Percent) | Sum
       Function : Round to Hundredths
       Formula : COUNT(DISTINCT(Case When {amount} < 100 then {number} end))/nullif(COUNT({number}),0) 

6)  Click Save & Run

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