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  • To get this to work you need a custom 'Item' search with NO criteria and 'Component Item' as an available filter. You also need to tick the 'Available as Sublist' box at the top ... and you need some result fields (I have Name, Display Name, Description, Base Price etc..) Once you have your search you need to use it to set…
    in Item Group Membership - Reversed Comment by 3946233 Feb 6, 2012 5:16AM
  • Thanks Dave! I should have been more specific: I need the count of contracts totaled for this month and two months ago for each coach - which is why I had the coaches grouped. Any ideas on the two formulas for grouping the different time frames? Thanks! Try this (remember to replace STARTDATE with your actual start date…
    in Formulas for This Month and Last Month Comment by 3946233 Feb 6, 2012 5:59AM
  • Do I have the syntax right on this expression? case when INSTR(TO_CHAR({trandate}) , TO_CHAR({today}, 'fmYYYY') > 0 then {amount} else 0 end If you are just looking to pull out Transactions from this year you could just use a date filter. Otherwise, to fix your formula you need to provide a format for the {trandate} to…
    in How to display just the year from today Comment by 3946233 Feb 6, 2012 4:29AM
  • I am trying to use the formula below, but keep getting an invalid expression error. I'm not sure what I am doing wrong. It works if I remove the transaction date section, but when I put it back in it fails. case when {transaction.trandate}>LAST_DAY({today},-1) and {transaction.type}='Cash Refund' or…
    in Formula Help Comment by 3946233 Mar 2, 2012 4:31AM