User_NG5TG Red Ribbon

Thanks for the suggestion Tigran, will give that a try.

Hello Tigran, thanks for your suggestion, and apologies for the extremely late reply, have been on annual leave, i would have to keep Sales Order as the primary transaction type, is there a way i can incorporate the above as say a Billing or Apply transaction, if that could isolate only those SOs that had changed value…

Hello there, thanks ever so much, and you're correct, it should've been .06, that's working perfectly now, much appreciated.

Hello there, thanks for the information, will take a look.

Hello there, thanks for getting back to me, unfortunately that won't work on this report, i'm using transaction fields to pull in Opportunity details, so the Transaction: Created By field would show who created the Opportunity but who created the lead that later converted to Prospect/Opportunity, i've done some testing as…

Hello there, thanks for the reply, aware that my criteria work for current needs, the problem is i can't use a second system notes: type to extract the creator, would really like to avoid creating another custom field, and seems very odd that i can't select created by in a customer saved search, i'll persevere and see if i…

Apologies for the late reply, understood on the above, frustrating that expressions can't be used on two date parameters in Highlighting but will try work around it.

Hello there, thanks very much for this, i managed to build a search that counted related invoices regardless of number, have now added the summary suggested and working perfectly, very much appreciated.

Hello there, thanks for getting back to me, it's very odd that i'm still getting error, could it have something to do with my criteria, see below, thanks.

Hello there, still looking for assistance on this question if anyone can help, details are in the thread above but to summarise I am looking for fixes to a formula to ascertain the average deal size on orders below or above 10K, the most logical (to me) for the below 10K average that i've come up with is below, have tried…

Hello there, apologies for chasing this but it's frustrating me, is there a variation on the (definitely incorrect) formula below that would mean i avoid the division formula in the last post, i've never used AVG in a formula before and usually use the average summary type, but given this is a CASE WHEN conditional formula…

Hello there, thanks for the reply, the first two formulas i have as SUM Summary Type, as i simply want the count of Sales orders and the amount, the formula i'm having difficulty with i thought would also be SUM, as the formula itself is calculating the average, i tried again based on the below but unfortunately still…

Hello there, as a follow up to this it occured to me that (forgive my ignorance) if i used a division between the columns highlighted below this would give me the average of all those deals under 10K, as one is the total count of Sales Orders, and the second is the Orders amount, but this is returning an error message,…

Hello there, thanks for the reply, appreciate this may be an enhancement but i would've thought there would be some way of adjusting the formula so it only counts those Opps below or above 10K, for below 10K i've tried the below and a few variations, but getting an 'invalid expression' notification, so if anyone has any…

Hello there, thanks very much for the solution, it's working well, i had to change the last date changed summary type from Group to Maximum to avoid multiple entries for the same item, but appears to have done the trick and pulling the single last date, very grateful for your help.

Hi Clarisa, thanks for getting back to me, and apologies, have since managed to manipulate an existing search to pull the requisite data, was hitting a brick wall but then came across a search i'd forgotten about that just needed some adaptation.

Hello there, thanks for getting back to me, and apologies for the late reply, have added currency into the saved search, but the formula didn't work and returned Error, i assume this is because exchange/currency rate is not an available field in an Opportunity saved search. We are using an Opp search rather than a…

Hello there, thanks for the info above, will give it a try.

Hello there, thanks for the link, I still don't think it's going to suit our purposes as we're looking for groups where we still want item pricing, but want it in the instances where it's in a particular pricing group to override member item pricing, but will take it back to the rest of the team and see if we can adapt,…

Hi Michelle, sorry, still no solution found, is there anywhere i can find details of how to build a custom field that can track entity status history in this way? Thanks.

Hello there, apologies, was away on holiday, i have tested the formula in results rather than criteria, but no success i'm afraid.

Hello there, sorry for the delayed reply, it appears the template is defaulting to our usual custom templates, and after more testing on Sandbox it appears the print copy is displaying all item pricing within the group as we wanted, so a big win for us. This only appears to be working when i create a completely new Sandbox…

Hello there, thanks for your reply, to be honest i'm not sur re the invoice template, but the Quote looks to be our custom form, with the invoice i simply pressed the Invoice option and the items printed correctly, we have customised some of our forms, but if we can print the itemised bills out correctly i'm quite sure our…

Hello there, thanks for getting back to me, i was aware of the Enhancement but it hasn't been actioned yet, so my query was really about why the system is now allowing printing of item group components and their individual sell prices on printed invoices and quotes, when this definitely did not work before (we've been…

Hi Michelle, thanks for getting back to me, the solution directed to put this in both the summary criteria and as a column, will try it as just a column and see if that does the trick, thanks.

Hello there, thanks for getting back to me, have tried the formula suggested but only pulling one Opportunity up, i assume this is because i've used the formula listed below in the summary criteria to pull only those Opps that have been in either of the Design statuses, is there a possible adjustment to the formula…

Hello there, thanks for getting back to me, i've now managed to build two saved searches, one for Opportunities with Design input and those without, and have now added Old Value contains Design to the criteria on the first report ( we actually have two entity statuses, Full Design and Budgetary Design) , as i assume this…

Hello there, have removed all item fields and it's still showing incorrect amounts in those instances where the same items have been invoiced separately and the quantity split, i would've thought that there may have been a way of adjusting the formula to fix this, as i say it's only in those relatively rare instances that…

Hello there, thanks for getting back to me, the due dates are not needed, at least for now, so have deleted, but has made no difference to the double count unfortunately, as regards the screenshot, it was the detailed results rather than summary, as it's one of the instances where the double counting is occuring, thanks.

Hi there, apologies, pressed now.