Saved Search to Display Items Sold Versus Items Returned

We use the Sales by Item Report in order to get the quantity of items sold and perhaps create a separate report or saved search in order to get the list of items returned.

 

A saved search can also be generated in order to get the quantities of item sold versus items returned and their difference.

 

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Select Transaction from the list.

 

2. Set the following filters in the Criteria tab > Standard sub tab:

           

Type = is any of Cash Refund, Cash Sale, Credit Memo, Invoice,

Main Line = is false

Shipping Line = is false

Tax Line = is false

COGS Line = is false

Memorized = is false

Quantity = is not empty

Date = 'select a date range'

 

3. You may choose to leave the fields that defaulted into the Results tab but make sure to add the following:

 

Item > Summary Type = Group

Formula (Numeric) > Summary Type = Sum > Function Column = Round                             

 

Formula = DECODE({type}, 'Cash Sale', {quantity}, 'Invoice', {quantity}, 0)    

Custom Label Column = Qty. of Items Sold

 

Formula (Numeric) > Summary Type = Sum > Function Column = Round

 

Formula = DECODE({type}, 'Cash Refund', {quantity}, 'Credit Memo', {quantity}, 0)

 

Custom Label Column = Qty. of Items Returned

 

Quantity > Summary Type = Sum > Custom Label Column = Qty. of  Items Unreturned

 

4. Enter Search Title.

 

5. Hit Save and Run button.

 

6. The search can be access again when you navigate back Reports > Saved Searches > All Saved Searches.