Friday, November 2, 2018

Create a saved search to come up with the average value of Sales Order amounts generated by each Sales Rep over total count of orders entered

To create a saved search which would list the average value of Sales Order amounts generated by each Sales Rep over total count of orders entered, users can perform the following steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Type = Transaction.

2. Enter a Search Title.

3. In the Criteria tab > Standard subtab, add the following filters:
    Type = Sales Order
    Main Line = T
    Sales Rep = not -unassigned-

4. In the Results tab > Columns subtab, add these filters:

Field | Summary Type | Function | Formula

     Sales Rep | Group
     Document Number | Count
     Amount | Sum

Formula (Currency) | Average | Round to Hundredths | sum({amount})/count({number})

5. Preview/Save the search.

*Note: The formula also works when using Formula (Numeric) type.

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