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Report - Sum with grouping

edited Jun 2, 2025 2:45PM in Ask A Guru 3 comments

Hi All,

I want to know if it is possible to create a report that displays the sum amount of orders but considers only the max transaction for each category (custom field).

For example:

For customer ABC, the max SO for category A is 30, and for category B is 100. Then the sum will be 130.

This is the expected results:

Thanks,

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