Saved Search to Display Invoices by Customer and Sales Reps With a Footer Filter To Type in Customer Name

Navigate to Lists > Search > SavedSearches > New > Select Transaction.

Criteria tab > Standardsubtab:

• Type = is Invoice
• Date = specify a date range to limit results.
• Main Line = is true (yes).

Results tab > Columnssubtab:

• Add Customer/Project Fields... > Name
• Add Sales Rep
• Add Number
• Add Amount

Note: Ensure Show Totals box is checked.

Available Filters tab:

• Add Date.  Check Show in Footer box.
• Add Customer/Project Fields... > Name/ID. Check Show in Footer box.

Click Save & Run.