Really don’t know this one. On a report, not a saved search, how do I count the number of transactions, Say… Purchases by Vendor?
b
blue
03/31/2021, 3:18 AM
via the report builder formula I don't think it can be done. Maybe one workaround is have a custom field in the Vendor record that sources from a Saved Search instead. Then just add the custom field in the report.
m
Michael McNamara
03/31/2021, 8:28 PM
I actually figured it out.
Columns:
Month - Group
Vendor - Group
Document Number
Quantity
Formula - x/y x=Qty y=Qty (check Add Grand Total and uncheck Apply formula to Grand Total)
Total Revenue
Then roll up the results to 2nd tier and it gives me the transaction count
b
blue
04/01/2021, 2:54 AM
Just tried it. That's a neat workaround!👍
blue
04/01/2021, 2:57 AM
Could also use Transaction Number instead of Document Number in case there are transactions with blank document numbers.