Adding to saved searches

I have a transaction saved search where I have all invoices sorted by client. I was able to group them so that I can drill down on the client then and see all of their invoices. I was wondering if there was a way to add a column to show the total count of cases for each client that fit a certain secondary case type?

Rookie Asked on February 15, 2021 in Accounting.
Add Comment
2 Answer(s)


I’m interpreting what you wrote that you want to see the total number or Sum of the cases that match a certain type, if so, use the Sum Summary Type below.  If you are looking for a  Count or Distinct Count of the type of Cases by Client , this is a little different.  If so, reply and I can provide that too.

For this example, assuming that Secondary Case Type is a field called {secondcasetype} and the type of Secondary Cases  that you are looking for are called Criminal

Edit this Search>Results (Tab)>

Set Field to Formula (Numeric)

Set Summary Type to Sum

In Formula enter: case  when {secondcasetype} = ‘Criminal’ then 1  else 0  end

Click Set

Click Add

in Summary Label enter something like Criminal Cases

Click Save and Run







Rookie Answered on February 15, 2021.
Add Comment

This does not seem to work. Is this possible to search this when the saved search is a “transaction Search”?

Rookie Answered on February 15, 2021.

The above instructions are for a Transaction Search

on February 16, 2021.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor   Become a Sponsor