Thursday, June 6, 2019

Transaction Search to Compare Revenue by Industry

1. Navigate to Reports> Saved Searches> All Saved Searches> New> Transactions.

2. In the Criteria tab> Standard subtab add the following:

Filter

Description

Posting

Is true

3. In the Results tab add the following:

Field

Summary Type

Formula

Customer (Main Line) : Category

Group

 

Name

Group

 

Formula (Currency)

Sum

case when {accounttype} = 'Income' then case when {subsidiary} = 'entity1' then {grossamount} else 0 end else 0 end

Formula (Currency)

Sum

case when {accounttype} = 'Income' then case when {subsidiary} = 'entity2' then {grossamount} else 0 end else 0 end

Note: Where "entity1" and "entity2" enter the name of the entities that you wish to compare.

4. Add a name to the search and click Save.

 

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