When can you drill down in a summarized saved search? I have a transaction saved search where the first column is a Formula Text field (CASE WHEN XXXX THEN 3 MONTHS WHEN XXX 6 MONTHS ELSE 12 MONTHS). The second column is SUM of the amount field. It shows the correct values but I can't drill down to it just like other saved searches.

Unfortunately you cannot drill down on formula columns. Need to add another field. Usually list record fields are available for drill down

That makes sense. Thank you.