Scenario
User would like to have a report that shows profitability for the entire transactions. The report should have the ability to show sales reps, profitability per item, and transaction number.
Solution
To create this search please follow the steps below:
1) Navigate to Reports > New Search > Transaction
2) Mark the Use Advanced Search checkbox then click the Create Saved Search button
3) Enter Search Title
4) Under Criteria tab, add the following filters:
--Type is Sales Order
--Main Line is False
5) Under Results tab, add the following filters:
-- Sales Rep | Summary Type: Group
--Document Number (this is the SO number) |Summary Type: Group
--Amount | Summary Type: Sum
--Item
--Quantity
--Item Fields...> Purchase Price (this is the cost of the item) |Summary Type: Sum|Custom Label is Cost
--Formula (Numeric)= {quantity}*{item} |Summary Type:Sum| Custom Label is Total Cost
--Formula (Numeric)= {amount}-({quantity}*{item}) |Summary Type: Sum | Custom Label is Profit
6) Click Save & Run