Saved search steps,
Navigate to Reports > Saved Searches > All Saved Searches > New
- Choose Transaction
- Modify the Search title
- On the Criteria tab > Standard subtab > set the following Filters:
-Account Type is any of Cost of Goods Sold, Income
-Posting is True
-Created From fields…Date = set the date
-Created From fields…Type = Sales Order
-Main Line is false
-Tax Line is false
-Shipping Line is false
- On the Results tab > Columns subtab > set the following Fields with the corresponding Summary Type:
-Date | Group
-Created from fields… Transaction Number | Group
-Type | Group
-Transaction Number | Group
-Name | Group
-Amount | Sum
-Formula (Numeric) | Sum
Function: Round to Hundreths
Formula: case when {accounttype} = ‘Income’ then {grossamount} else 0 end
Summary Label: Income
-Formula (Numeric) | Sum
Function: Round to Hundreths
Formula: case when {accounttype} = ‘Cost of Goods Sold’ then {grossamount} else 0 end
Summary Label: COGS
On the Available Filters tab > Add Date to be show at the Footer
Save & Run