Summary Type Example Screenshots

The sections below guide you through setting up criteria and results, including summary types, for a sales order transaction search. Screenshots show the definitions and results pages for each summary type.

To create a search and define search criteria:

1. Go to Reports > Saved Searches > All Saved Searches > New and select Transaction.

2. Select Type from the Filter field and Sales Order in the popup window. Then click Set.

3. Select Main Line from the Filter field and No in the popup window. Then click Set.

   

To define a Group summary type:

1. Click the Results subtab and add the following fields: Amount, Name, Date.

2. Select Group from the Summary Type dropdown list for Name, to group transactions by Customer.

   

3. Click the Preview button. The first level of results lists customers.

   

4. Click a customer name to drill down into a list of transactions for that customer.

   

To define a Sum summary type:

1. Click Return to Summary, then click Return to Criteria.

2. Click the Results subtab and select Sum from the Summary Type dropdown list for Amount.

   

3. Click Preview. The results page shows the total amount of transactions for each customer.

   

To define a Count summary type:

1. Click Return to Criteria.

2. Click the Results subtab, add the Item field, and select Count from the Summary Type for Item. Also, remove the Sum from Amount, by selecting a blank from the Summary Type dropdown list.

   

3. Click Preview. The results page shows how many items were sold for each customer.

   

4. Click a customer to drill down to a list of transactions and items.

   

To define a Minimum summary type:

1. Click Return to Summary, then click Return to Criteria.

2. Click the Results subtab, remove the Item field, and select Minimum from the Summary Type dropdown list for Amount.

   

3. Click Preview. The results page shows the minimum transaction amount for each customer.

   

To define a Maximum summary type:

1. Click Return to Criteria.

2. Click the Results subtab, and select Maximum from the Summary Type dropdown list for Amount.

   

3. Click Preview. The results page shows the maximum transaction amount for each customer.

   

To define an Average summary type:

1. Click Return to Criteria.

2. Click the Results subtab, and select Average from the Summary Type dropdown list for Amount.

   

3. Click Preview. The results page shows the average transaction amount for each customer.

   

Related Topics

• Summary Types for Search Results
• Summary Type Descriptions

General Notices