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Project Profitability Reports | Filter for Projects Only
Greetings Community, we're looking to Customize this Report: Report > Projects > Project Profitability Reports > "Project Profitability Detail". Wherein we would like to have a Filter (Dropdown) in here which lets us select 1 Project at a time: Also, currently Customers are also showing up in the Report. But we would like…
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Search operators on "Match Bank Data" Page
As far as I can tell, the "Match Bank Data" page does does not support Regex in its search field. Is there any operators available for more granular search? I could not find anything beyond that I can not interact with the page with scripting.
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How to update filters attached to "Scripts" list view
Hi. I was attempting to add additional filters to the view available at Customization > Scripting > Scripts. Currently these are the only filters, and I was not able to locate a way to modify this view. It seems that all menus under the customization menu are this way (Deployments, Entry forms). Was wondering if anyone had…
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NSC | How to add Department, Class, or Location as a filter on the Invoice Billable Customers page
Scenario The finance team requires enhanced filtering capabilities on the Invoice Billable Customer page to streamline billing processes. Currently, users are unable to filter invoice billable records by Department, making it difficult to isolate transactions related to specific Departments. Solution The fields under…
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Parent Item name is not visible in the list (Saved Report)
Hey everyone, I’m facing an issue with a Saved Report for Monthly Sales Items, where I track overall sales based on Item Type. I’ve added a filter for Parent Item Name, and it used to display all values from A-Z. However, I recently noticed that the list stops showing values after "T", meaning items like "TRIESTE,…
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How to add Custom Segments in Budget vs Actual reports?
Dear Community members, I have a question re Budget vs Actual Report. In "Column" filter, in filters bar, it doesn't show the custom segments as in all other out-of-the-box reports. I also tried to customize the report but still the custom segments are not shown in the drop down lists of fields to add in customization…
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Formula (Text) Filter with a Summary Saved Search
We have a summary search that uses a Formula (Text) field to create the SO/WO Priority field in the screenshot below: In the Filters section of the search, we added a Formula (Text) filter (naming it Priority), expecting that it would tie into the Formula (Text) field in the results of the search. However, whenever we type…
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In Saved Search, is there a way to filter a filter on Sales Order Status
I have a Saved Search (SS) type = Sales Order, where the user needs to filter on the Status, however when adding the status field to the available filters, it is returning all status's and not just the Sales Order Status's. Researched the following would filter the status filter: Add the Status field as an Available…
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Saved Transaction Search - Filter by Sum Total
Hi All, I hope you're well. I am trying to create a report that shows all customers with annual spend greater than £10k only. I have managed to get the report to sum the annual spend, as below, though I am having trouble getting the report to then filter out customers with annual spend of less than £10k. Currently, when I…
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Why is PO/Check Number Saved Search Available Filter not working?
I am trying to add the PO/Check Number field as a filter on a Transaction saved search; however, no matter what I type in, the filter doesn't seem to apply. I have tried: Inputting the PO# exactly Using wildcard characters Making a Text formula field that grabs the underlying {otherrefnum} field that the PO/Check Number…