Invoices paid in full search: show payment type breakdown in columns

1. Go to Reports > SavedSearches > All Saved Searches > New.

2. Select Transaction in the list.

3. Rename the Search Title.

4. Under the Criteria tab, Standard subtab,set the following filters:
**Type is Invoice
**Status is Invoice: Paid In Full
**Main Line is true
**Applying Link Type is Payment

5. Under the Results tab, Columns subtab, addthe following fields:

a. Field = Number
Summary Type = Group

b. Field = Formula (Numeric)
Summary Type = Sum
Formula = MAX({amount})
Summary Label = Invoice

c. Field = Formula (Numeric)
Summary Type = Sum
Function = Round to Hundredths
Formula = case when {applyingtransaction.type} = 'Journal' then{applyinglinkamount} else 0 end
Summary Label = Journal

d. Field = Formula (Numeric)
Summary Type = Sum
Function = Round to Hundredths
Formula = case when {applyingtransaction.type} = 'Credit Memo' then{applyinglinkamount} else 0 end
Summary Label = Credit Memo

e. Field = Formula (Numeric)
Summary Type = Sum
Function = Round to Hundredths
Formula = case when {applyingtransaction.type} = 'Payment' then{applyinglinkamount} else 0 end
Summary Label = Payment

f. Field = Formula (Numeric)
Summary Type = Sum
Function = Round to Hundredths
Formula = case when {applyingtransaction.type} = 'Customer Deposit' then{applyinglinkamount} else 0 end
Summary Label = Customer Deposit

g. Field = Applying Link Amount
Summary Type = Sum
Summary Label = Sum of Payments

6. Click the Save & Run button.