Saved Search to Show Average Days Customer Invoice Gets Paid
1. Navigate to List > Search > Saved Searches > New >
2. Select Transaction
3. Enter a Search Title
4. Under the Criteria tab > Standard sub tab, set the following filters:
Type = is Invoice
Main Line = is true
5. In the Results tab > Columns sub tab > leave the fields as they are but you may choose to remove some fields.
6. Still under the Results tab > Columns sub tab > add the following fields:
Days Open > Summary Type column, select Average
Formula (Numeric) > Summary Type column, select Group > also copy the following under the formula column:
7. Add Summary Type for each of them as Group.
8. Still under the Results tab > Check the box for Show Totals (at the upper right side of this tab).
9. Navigate to Available Filters tab > add Name under the Filter section > check the box that is under Show in Filter Region.
10. Click on Save and Run.
Note: Here is how to use or interpret the search
1. The column for Name is the customer name.
2. The column for Number is the invoice numbers entered for the corresponding customer name. (You might have multiple lines per customer name, as this show the number of invoices created for that customer).
3. The column for Days Open refers to the number of days before that invoice got paid.
4. If this shows 0, that means the invoice was paid on the same day.
5. If the column for Formula (Numeric) has a number on it, it means that it is already paid. This also represents the number of days before it got paid (Notice that it will have the same number with that of Days Open).
6. But if this column is blank, that means the invoice is unpaid. Thus, it is still open.
7. Users will have an option at the bottom of the search to select per customer should you have a long list of transactions