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What is the formula to get Amount from Transaction line using Main Line= True?

edited Jun 2, 2025 2:35PM in Search / Reporting 3 comments

We are creating a saved search to for a custom sales KPI. We are able to retrieve Gross Sales, Net Sales, Tax, Refund & Shipping amounts with the following formulas:

What we are unable to retrieve is the Discount Amount. We are using a GL account to record the discounts through a sales item labeled "Generic_Discount" which is not visible with or search criteria of Main Line TRUE. We tried changing the Main Line criteria to either, we were able to retrieve discounts. However, it caused all other amounts to be increased by the additional transaction line amounts.

Outcome Goal example:



JAMES

 FreebirdStores.com ­

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