Scenario:
User needs to create a Saved Search that will display the additional details of all transactions posted in the Sales/Revenue Account that is not available in the Financial Report Builder.
Solution:
The Saved Search should list all Items for all transactions involved in the Sales/Revenue portion of the Standard Income Statement.
- Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction
- Under the Criteria tab > Standard subtab, add the following Filter:
- Posting: Yes
- Account Type: Income
- Under the Results tab, set the following Field:
- Document Number
- Internal ID
- Name
- Item
- Amount
- Item fields… Average Cost
- Formula (Numeric) | Formula: ({amount}-{item.averagecost}) | Custom Label: Gross Profit
- Formula (Percent) | Formula: round(({amount}-{item.averagecost})/(NULLIF({amount},0)),4) | Custom Label: % of Gross Profit
- Mark the Show Totals checkbox to verify that the total transactions shows the same amount as the Profit and Loss report
- On the Sort By drop down, select Internal ID
- On the Then By drop down, select Document Number
- Under the Available Filters tab, add the following Filter:
- Date
- Mark the Show In Filter Region checkbox
- Click Save and Run