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Filter Based on Summary Data
I have a saved summary transaction search that sums amounts on transactions per project. When the transactions balance out to zero (check for $50 and deposit for $50 = summary line of $0), I need to remove the summary line from the search results.
I thought the way to do this would be to add Summary Criteria under Criteria > Summary. I added criteria that said the Sum of Amount is greater than 0. My results has a column for Amount that is Sum (and also a column for Project that is Group). However, this returned an unexpected error. Support is working on it, but they said the unexpected error was that the criteria is conflicting. My only other criteria is the date range. Is this the wrong way to go about this?
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