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Creating Search using Transaction, Item and Vendor Fields

edited Jan 3, 2020 12:34AM in Search / Reporting 5 comments

Hi all,

I'm trying to make a search that will sum Gross Margin from transactions grouped by vendor and then filtered on a custom field (merchandiser) in vendors.

Right now my criteria is:


Main Line is true 
Vendor : Merchandiser (Custom) is John Doe 
Date is within last month

and my results are:

Field                          Summary Type

Vendor : Name           Group     
Gross Margin (Custom) Sum

The correct list of vendors appears, but the gross margin field doesn't have any values.  Any ideas?

thanks for your help.

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