Create Customer Saved Search to Sum Up Entity Status per Sales Rep

Scenario

The user wants to create a Customer Saved Search to sum up multiple Entity status per Sales Rep.

Solution

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer
3. Enter Search Title
4. Click Results
5. Click Columns
6. Field:

Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Entity Status has to be exactly the same as what appears in the drop-down list of Status field. Case and spacing must be considered.

• Select Sales Rep

Summary Type: Select Group

• Select Formula (Numeric)

Summary Type: Select Sum

Formula: Enter CASE WHEN {entitystatus}=’Status1′ OR {entitystatus}=’Status2′ OR {entitystatus}=’Status3′ OR {entitystatus}=’Status4′ OR{entitystatus} =’Status5′ OR {entitystatus} =’Status6′ OR {entitystatus} =’Status7′ OR {entitystatus} =’Status8′ OR {entitystatus} =’Status9′ THEN 1 ELSE 0 END

7. Click Save & Run