Friday, December 14, 2018

Saved Search for Total Number of Sales Order and Sum of their Amounts

1. Navigate to Reports > Saved Searches > All Saved Searches  > New.
2. Click Transaction.
3. Modify Search Title.
4. On the Criteria tab > Standard subtab > Set the following Filters:
    - Type is Sales Order
    - Date – set date range
    - Main Line is true
5. On the Results tab > Columns subtab > the following Fields are suggested with the corresponding Summary Type:
    - Date - Group
    - Number - Count
    - Amount (Transaction Total) - Sum
6. Click Save & Run.

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