Saturday, April 20, 2019

Create a Saved Transaction Search to count the number of times a Kit/Package has been included in Quote transactions

To create the search, perform the following steps:


1. Navigate to Lists > Search > Saved Searches > New.
2. Click Transaction.
3. Enter a Search Title.
4. In the Criteria tab > Standard subtab, enter the filters below:

Type is Quote
Main Line is false
Item fields... : Type is Kit/Package

5. In the Results tab, add the following Columns:

Item ; Summary Type = Group

Formula (Numeric) ; Summary Type = Sum ; Formula = CASE WHEN {item.type} = 'Kit/Package' THEN 1 ELSE 0 END

Document Number

6. In the Available Filters tab, add:

Date ; Show in Footer = Yes

7. Click Save & Run.

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