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Summed Transaction Values multiplied by number of joined custom records

edited Jan 3, 2020 12:55AM in Search / Reporting 3 comments

I have an issue with a formula saved search where I want to show the sum of a project's related transactions in one column for the given date range, but I also want to show a specific joined custom record for this project as well. It would be similar to trying to pull data from 2 specific linked messages or cases in two separate columns.

So, there is no criteria. It is a project search for all projects.

Here is the results setup:
Name > Group
Formula (Currency) > Sum -- case when {transaction.posting} = 'T' then case when {transaction.account} = '11050.3550 Work in Progress - Parent Co.' or {transaction.account} like '11000.1200%' or {transaction.account} like '11000.1300%' or {transaction.account} like '11200.1000%' or {transaction.account} like '11200.1100%' or {transaction.account} like '11240.1300%' then {transaction.amount} end end

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