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NSC | Monthly Revenue Saved Search that Matches the Income Statement Report
Customers want to replicate the Income Statement by creating a saved search. This is helpful in verifying the amounts between the report and the search and ensure that they’re aligned with each other.
Here's how you can do this:
1. Create a Saved Search
2. Navigate to Lists > Search > Saved Searches > New
3. Select Transaction
4. Enter a Search Title
5. On the Criteria subtab, add Period:
- Select desired Period for the search
6. Under the Results subtab, add Formula (Currency):
Formula = (CASE WHEN {postingperiod} = 'Jan 2021' AND {accounttype} IN ('Income', 'Other Income') AND {posting} = 'T' THEN {amount} ELSE 0 END)
- Note: Change 'Jan 2021' to your preferred period in Step #5
Clarisa De Torres | Ask a Guru
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