Scenario
Some users want to get the shipping cost from their invoices because they sometimes change the amount prior to billing the customer.
Solution
Navigate to Lists > Search > Saved Searches > New
Select Transaction as the search type
In Criteria tab:
FILTER
Account Type is any of Income, Cost of Goods Sold
Posting is true
Tax Line is false
Shipping Line is false
Type is any of Item Fulfillment, Invoice
Name Group
Formula (Numeric) Sum case when {accounttype} = ‘Income’ then {grossamount} else 0 end Total Revenue
Formula (Numeric) Sum case when {accounttype} = ‘Cost of Goods Sold’ then {grossamount} else 0 end Total Cost
Formula (Numeric) Sum (case when {accounttype} = ‘Income’ then {grossamount} else 0 end) + (case when {accounttype} = ‘Cost of Goods Sold’ then {grossamount} else 0 end) Total Profit
Formula (Numeric) Maximum case when {type} = ‘Invoice’ then {shippingamount} else 0 end Shipping Cost
Enter a Search Title
Click Save & Run