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Saved Search to Show Count per Transaction Type

edited Jun 2, 2025 2:43PM in Search / Reporting 9 comments

Hi - I am trying to sum transactions by type. I start by setting up a saved search that groups the transactions, Bill, Deposit, Bill Credit. Each transaction is given a count of 1. I want a formula that sum the transactions by type. Deposits total 1. Bill Credit total 1. Bills total 5.

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