In certain scenarios, it is necessary to display a field’s summary (such as Group, Count, Sum, Minimum, Maximum, or Average) in a saved search while ensuring that the detailed drill-down view does not reveal the underlying data. This approach is commonly used for confidential information, such as payroll amounts or sensitive journal entries, where only aggregated values should be visible.
Here’s how you can do it
- Add a Formula Field
Choose the formula type based on your field (e.g., Currency or Numeric).
- Use the SQL Formula Equivalent
Example: SUM({amount}) for summing the Amount field.
- Select the Same Summary Type
Match your original summary type (e.g., Sum, Group, etc.).
- Rename the Field under Summary Label
Give it a clear name for your summary results.
- Save and Run the search — and voilà, the field is excluded from the detailed drill-down!