Format and Specify Rounding of Formula(Numeric) on Saved Searches

Sample Search: You want to create a sales search and divide your sales amount by 3. You want the result to use the format 999,999.9999

 

1.       Lists > Search > Saved Searches > New : Search Type= Transaction

2.       Criteria tab

a.       Type = Invoice

b.       Main Line= True

3.       Results tab

a.        Name

b.       Number

c.       Amount

d.       Formula (Numeric) ; Formula: To_char({amount}/3,'999,999.9999')

4.       Save and Run

5.       Sample Preview:

 

Name	Number	Amount	Formula (Numeric)
ABC	12	1,000.00	333.3333
FGH	15	900.00	300.0000
DEF	14	100,300.00	33,433.3333

'999,999.9999'  is the format you can change depending on the customer's requirement.

 

 

You can also use the Round formula, however, this will not automatically add commas to values and will not add decimal places to whole numbers.

a.       Ex: Formula (Numeric) ; Formula: Round({amount}/3,4)

b.       Result:

 

Name	Number	Amount	Formula (Numeric)
ABC	12	1,000.00	333.3333
FGH	15	900.00	300
DEF	14	100,300.00	33433.3333