Format and Specify Rounding of Formula on Saved Searches

Round Function available on Saved Searches is limited to Round, Round to Tenths, and Round to Hundredths. However, there can be a specific rounding off and format for formula values on Saved Searches (i.e. ”999,999.9999”).
 

Example: Create a sales search and divide the sales amount by 3. The result should have the format 999,999.9999

Solution

1. Create Transaction Saved Search

2. Click the Criteria tab,

  • Type: Invoice
  • Select Mainline = Yes

4. Click Results tab > click Columns subtab
5. Field:
Note
For every required field use the drop-down menu to select it and once adjusted click Add if needed

  • Select Name
  • Select Quantity
  • Select Amount
  • Select Formula (Numeric)
    • Formula: To_char({‌amount}/3,’999,999.9999′)

4.  Click Save and Run

Sample Preview:

NameQuantityAmountFormula (Numeric)
ABC121,000.00333.3333
FGH15900.00300.0000
DEF14100,300.0033,433.3333


“999,999.9999”  is the format can be changed depending on the requirement.
 

NoteRound formula can also be used, however, it will not automatically add commas to values and will not add decimal places to whole numbers.

  • ExampleFormulaRound({‌amount}/3,4)

Sample Preview:

NameQuantityAmountFormula (Numeric)
ABC121,000.00333.3333
FGH15900.00300
DEF14100,300.0033433.3333

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