Tuesday, December 11, 2018

Expose End of Group Total in a saved search

Sample type of saved search with its Criteria and Results:
1. Navigate to Lists > Search > Saved Searches > New
2. Select type of search, example: Invoice
  A. Criteria tab:
    Type = is Invoice
    Account Type = is none
    Amount = is greater than 0.00
B. Results tab:
   - Retain the same columns/ fields but do not set Summary Type
3. Rename the Search
4. Save&Run
Actual Result:
-- Transaction with Item group will say End of Group with the Total Amount of the Item group.

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