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Saved Search to return the Sum of multiple records value field but limited to the Max(Date)?
I have a search requirement (Customer related custom records) that must return the Sum of a value field [Total Qty] on any records that share the same Max [Month End Date].
In the record sets there can be multiple records with the same [Month End Date], but some may have [Month End Date] prior to the most recent month (last Month). This means I can’t just use a Criteria filter to limit to a Relative Date range (like In Last Month) as the last [Month End Date] may be several months ago. Regardless of how far in the past the max [Month End Date] is I need to sum the [Total Qty] related to that date.
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