How to list only most recent record of similar multiple records?

I have a saved search returning multiple records, for example,

  • Purchased seminar A on 1 Jan 2020
  • Purchased seminar A on 1 Jan 2021
  • Purchased seminar A on 1 Jan 2022

In my results I only need to see the 2022 record, the most recent.

Is it possible to institute something like,
IF seminar A > 1 list in results only the latest one?

Thank You!
Stephen

Rookie Asked on May 18, 2022 in Saved Searches.
Add Comment
3 Answer(s)

Hi Stephen,

To get the Purchase by Item Detail report:
Go to Reports > Purchases > Purchase by Item > Detail.

In that report you can filter the PO by using the period filer.

Beginner Answered on February 7, 2023.
Add Comment

For clarity, we present seminars and people attend the same seminar every year. So, we have multiple attendance records over time for a client. Hope that helps with why would someone purchase the same seminar over and over? 🙂

Rookie Answered on May 18, 2022.
Add Comment

Thanks Ramu,
I was able to get this handled, for my use case, in the search results.

Item: Date [Seminar start date]
Summary Type: Maximum

This listed items with the most recent date.

Rookie Answered on February 8, 2023.
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   Become a Sponsor   Become a Sponsor