1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transactions
3. Under the Criteria tab > Standard, subtab, input as below:
a. Type = Invoice
b. Main Line = No
c. Tax Line = No
d. Shipping Line = No
4. Under the Results tab > Columns subtab, enter below data:
a. Transaction Number| Summary Type = Group
b. Item
c. Amount | Summary Type = Sum
c. Est. Extended Cost (Transaction)
d. Est. Gross Profit (Transaction)
e. Est Gross Profit Percent (Line) | Custom Label = Gross Margin
*Make sure to tick the Show Totals checkbox
5. Click Preview / Save & Run.
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