Tuesday, July 2, 2019

Search to Show Amount of Cash Sales and Invoices per State

To create a search that will display the total amount of Cash Sales and Invoice per state,

  1. Navigate to Lists > Search > Saved Searches > New > Transaction
  2. On the Criteria tab > Standard sub-tab,  add the following filters:
    • Type= Cash Sale, Invoice
    • Date= Set the desired date range
    • Main Line= is true
  3. Navigate to the Results tab and add the Shipping State/Province field
    • Set the Summary Type to Group.
    • Set the Summary Type of the Amount field to Sum
  4. Click Save & Run

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