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Formula to count invoices when Main Line <> T

edited Jan 3, 2020 12:29AM in Search / Reporting 5 comments

I have a need to count the net number of transactions for a sales rep which we define as invoices - credit memos. As step 1 of my formula I am just trying to calculate the # of invoices in a group of transactions that consist of invoices and credit memos. I need to use the "Distinct" function below because I don't have main line set to true (by design) so my rows have multiple invoice numbers.

I have a saved search and am trying to use the following formula (summary type on results page is sum).

CASE WHEN {type} = 'Invoice' Then COUNT(distinct({number})) ELSE 0 END

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