How do I summarize data in a saved search?

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Currently my saved search returns all purchase order line items.

I want to return only one purchase order per line on the saved search (grouping the line items together to summarize the data).

I tried to do this by putting the Summary Type for the Purchase Order column to be “Group”, but this only returned the Purchase Order Numbers and not the rest of the information I need.

Anyone know how to do this? I appreciate your help!

Rookie Asked on January 10, 2020 in Saved Searches.
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2 Answer(s)
Best answer

If you don’t want the data from the various line item fields to appear at all, then you need to add filtering to get rid of them properly, such as adding Main Line = True.

If you want to group the lines, then you need an operation for every column you want to see. For example, it you are returning, from each line item, the fields Item, Quantity and Amount, then how do you want to group these, since all lines have different values? Once you have have figured out what you want to do, select the proper operator on each line.

Advanced Answered on January 10, 2020.
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My Main Line was set to “any”. I changed the Main Line to true and it worked! Thank you so much Olivier! I appreciate you helping me out!

Rookie Answered on January 10, 2020.
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