Saved Search to show Total Count and Amount of Invoices with Credit Memo associated to it for each Item within a specific time frame.

1. Navigate to Lists > Search > Saved Searches > New

2. Select Transaction

3. Click Criteria tab > set the following fields:

--Type: is any of Invoice,Credit Memo

--Date : is within < set a specific Date Range>

4. Click Results tab > set the following fields and Summary Type:

--Date

--Item > Summary Type = Group

--Formula (Numeric) > Summary Type = Count > Formula field: Case {type}When 'Invoice'THEN{internalid}END > Custom label= Invoice

--Formula (Numeric) > Summary Type = Sum > Formula field: Case {type}When 'Invoice'THEN{amount} ELSE 0 END > Custom label= Invoice

--Formula (Numeric) > Summary Type = Count > Formula field: Case {type}When 'Credit Memo'THEN{internalid}END > Custom Label= Credit Memo

--Formula (Numeric) > Summary Type = Sum > Formula field: Case {type}When 'Credit Memo'THEN{amount} ELSE 0 END > Custom label= Credit Memo

5. Rename Search Title

6. Hit Save & Run