1. Navigate to Lists > Search > Saved Searches > New
2. Choose Search Type = Transaction
3. On the Search Title field input the Name you preferred
4. Then go to Criteria tab > Standard subtab > Filter > Add the following:
- Type = is Cash Sales
- Main Line = False
- Tax Line = False
- Shipping Line = False
- Item fields = choose Type = is none of Discount
- Billing Transaction fields = choose Amount (Net) = is greater than 0.00
5. Then go to Results tab > Column subtab > Fields. Add the following:
- Number | Summary Type = Group
- Name | Summary Type = Group
- Formula (Numeric) | Summary Type = Sum | Function = Round to Hundredths | Formula = case when {accounttype} = ‘Income’ then {grossamount} else 0 end | Summary Label = REVENUE
- Formula (Numeric) | Summary Type = Sum | Function = Round to Hundredths | Formula = case when {accounttype} = ‘Cost of Goods Sold’ then {grossamount} else 0 end | Summary Label = COST
- Formula (Numeric) | Summary Type = Sum | Function = Round to Hundredths | Formula = (case when {accounttype} = ‘Income’ then {grossamount} else 0 end) + (case when {accounttype} = ‘Cost of Goods Sold’ then {grossamount} else 0 end) | Summary Label = PROFIT
- Amount (Shipping) | Summary Type = Maximum | Custom Label = Shipping