Jcurve Support Articles / Business Intelligence

Create Saved Search Showing the Number of Transactions Created per Vendor

Written by
Joyce Anne Simpao
Published on
January 18, 2024 at 10:12:58 PM PST January 18, 2024 at 10:12:58 PM PSTth, January 18, 2024 at 10:12:58 PM PST

Scenario

Create a Transaction Saved Search that shows the number of Bills, Bill Payments and Purchase Order per Vendor.

Solution

  1. Navigate toLists>Search>Saved Searches>New

  2. ClickTransaction

  3. Search Title:EnterTitle
    Example:Number of Transactions Created Per Vendor

  4. ClickCriteria

  5. ClickStandard

  6. Filter:

    • SelectType

    1. Type:Multi-Selectany of Bill,Bill Payment,Purchase Order

    2. ClickSet

    • SelectMain Line

      1. Main Line:SelectYes

      2. ClickSet

  7. ClickResults

  8. ClickColumns

  9. Field:
    Note:For every required field use the drop-down menu to select it and once adjusted click Add if needed.

    • SelectName

      • Summary Type:SelectGroup

    • SelectFormula (Numeric)

      • Summary Type:SelectSum

      • Formula:EnterCASE WHEN {type}='Bill' THEN 1 END

    • SelectFormula (Numeric)

      • Summary Type:SelectSum

      • Formula:EnterCASE WHEN {type}='Bill Payment' THEN 1 END

    • SelectFormula (Numeric)

      • Summary Type:SelectSum

      • Formula:EnterCASE WHEN {type}='Purchase Order' THEN 1 END

  10. ClickSave

#transaction
#saved search
#vendor
#Bills
Jcurve Support Articles / Business Intelligence