Transaction Saved Search Similar to Inventory Activity Detail Grouped by Transaction Type

Scenario

User wants to create a Saved Transaction Search that works similarly to the Inventory Activity Detail report.

Solution

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Search Title: Enter Title
4. Click on Criteria tab
5. Filters:
• Item: Select None Of - None -
• Main Line: Select No
• Tax Line: Select No
• COGS Line: Select No
• Note: Always click Add once the field is selected and adjust as needed
6. Click on Results tab
7. Field:
• Select Period
• Summary Type: Select Group
• Select Formula (Text)
• Summary Type: Select Group
• Formula: Enter case when {item.type} = 'Kit/Package' then {item.memberitem} else {item} end
• Custom Label: Enter Item/Member Item
• Select Type
• Summary Type: Select Group
• Select Location
• Summary Type: Select Group
• Select Formula (Numeric)
• Summary Type: Select Sum
• Formula: Enter case when {item.type} = 'Kit/Package' then {quantity}*{item.memberquantity} else {quantity} end
• Custom Label: Enter Quantity Sold
• Note: Always click Add once the field is selected and adjust as needed
8. Click Save & Run