Is there a way to group the customers based on the ultimate parent, if any, and if there's no parent they will be presented independently (saved search or workbooks)? Example: Customer A has no parent and child. Customer B is a child of Customer C. Customer C is a child of Customer D. On the saved search/workbooks, I'd like to be able to group these customers as follows: Customer A (since it does not have parent and child) Customer D (the ultimate parent) What I can think of is to create a custom field on the customer record with the ultimate parent value or itself (if no parent). But maybe there's a way to do this without customization?

There's no way - for some reason NS has made the parent field not searchable on a parent record - plus grandchildren throw it off too. Better to do a custom field for this.

If I understand you correctly, the parent field is not searchable on transaction saved search? This is what I noticed too. I can't find SubOf or Parent field on the join fields.

Yes. It is not searchable You can't do

{parent.parent}

I found another way and it seems to be working. What I did is a Customer search instead. There's a Top Level Parent field that I used to group the customers and sum the balances.

Interesting - appreciate that feedback. That's a much better solution.