Topull up the total amount of all Cash Sale transactions not created thisyear:
1. Create a new Transaction Saved Search, List > Search > SavedSearches > New > Transactions.
2. Add the criteria: Type = Cash Sales | Main Line = True
3. On the results tab add Formula (Numeric) and set the formula to
CASE WHEN to_char({trandate},'YYYY') <> to_char({today}, 'YYYY') then{amount} ELSE 0 end
4. Set the Summary type of the Formula (Numeric) to Sumand everything else to Group/Maximum and hit Save & Run.
Tuesday, May 14, 2019
Create a search which will show the total amount of all cash sale transactions not created in the current year
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