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    Item Saved Search > Show Last Invoice Date


    To Create an Item Saved Search showing Last Invoice Date:
    1. Navigate to List > Search > Saved Searches > New
    2. Click Item
    3. Search Title: Enter Title
    4. Click Criteria
    5. Click Standard
    6. Filter:
      • Select Transaction Fields...
        Transaction Fields: Set Type = is Invoice
        Click Set
      • Select Inactive
        Inactive: Set is False
        Click Set
    7. Click Results
    8. Click Column
    9. Field:
      • Select Name
        Summary Type= Group
      • Select Formula (Text)
        Summary Type = Maximum
        Formula:  case when {transaction.type}='Invoice' then{transaction.trandate} end
    10.  Click Save & Run

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