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Re: How to create a Transaction Search Opps detailing both won and invoiced, and open?
No worries, @User_NG5TG - I am glad you can now get the list of required opportunities. Yes, it should be possible to sum the numbers. Instead of: Amount (Transaction Total) | Maximum You can try the…1 -
Re: How to create a Saved Search to separate total amount paid vs credited on an AR Invoice?
Hi @Neo_Suite, There are a few ways to do that. Here is a sample Saved Search that should work for you: Feel free to add further tweak/modify the Criteria, Results, etc. Best, Tigran1 -
Re: How to create a Transaction Search Opps detailing both won and invoiced, and open?
Hi @User_NG5TG, There are several ways to do that. Here is one of the options (you should change the "Amount" in the sample criteria to the required amount): Best, Tigran1 -
Re: What is the Best way for honing a Transaction search view to only one line per 'deal'?
Hi @JarebCoupe, Before building the report, you must be 100% clear on the business requirement. The Lead to Cash process is different from company to company. Typically, the process is Lead -> Pro…1 -
Re: How to Access SuiteSuccess Service Tiers Metrics Workbooks?
Hi Eddson, (@User_D11U7) The downloaded workbooks should appear under Analytics -> Workbooks. Best, Tigran2