2. Click Transactions.
3. Set the following filters under Criteria tab > Standard subtab:
- Type=is any of Invoice, Estimate
- Main Line=is false
- Account= select inventory item income account (e.g.) Sales
- Name
- Number
- Quantity
- Item
- Formula (Numeric) / Formula = CASE WHEN {type}='Invoice' then {quantity} else null END / Custom Label=Invoice
- Formula (Numeric) / Formula = CASE WHEN {type}='Estimate' then {quantity} else null END / Custom Label=Estimate
5. Click Save & Run.
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