Monday, December 10, 2018

Saved Search for the Most Recent Sales Order

1. Reports > Saved Searches > All Saved Searches > New.


2. Choose Transaction.


3. Search Title field: entered your preferred name for the search (eg. Amount of Most Recent Sales Order)


4. Under
Criteria tab > Standard sub tab > add:


*
  Type is Sales Order

*  Main Line is True


5. Under
Results tab > Columns sub tab > add:


*
  Name | Group.
*  Formula (Text) | Maximum *Summary Label = Number.
      Formula = max({number}) keep(dense_rank last order by {datecreated})
*  Formula (Date) | Maximum *Summary Label = Date.
      Formula = max({trandate}) keep(dense_rank last order by {datecreated})
*  Formula (Currency) | Maximum *Summary Label = Amount.

      Formula = max({totalamount}) keep(dense_rank last order by {datecreated})


6.
Save and Run.

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