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Units per Transaction Report

edited Dec 3, 2019 4:07PM in Search / Reporting

Hi All,

I'm trying to generate a report that shows the total number of Transactions a given Salesperson is responsible for, and also shows their Average Units per Transaction. I can get the former built just fine in a saved search but can't do a formula calculation for UPT. What I need to be able to do is take a Sum of the Quantity on a given Transaction, Sum the total of that up by a given timeframe (e.g. week) and also have a sum of all transactions to make the math work.

Has anyone successfully done this in either a Saved Search or Report? I'm not as familiar with reporting and have hit a wall on making that work.

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