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Saved search result contradicting Summary criteria

edited Sep 12, 2025 11:11AM in Ask A Guru 2 comments

We’ve built a transaction Saved Search for Sales Orders that includes several summary criteria based on line-level fields. The results accurately reflect these criteria when using appropriate summary types for each field. However, when we add a custom line-level date field to the results and group by it, the search begins to show additional orders that don’t align with the summary criteria.

What could be causing this? Shouldn't the summary criteria remain consistent regardless of the columns added to the Saved Search?

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