saved searcg to show last year items value and qua...
# ask-stanley-ai
n
saved searcg to show last year items value and quantites
c
AI generated answer (using internal Slack threads):
To create a saved search to show last year's items value and quantities, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record for your search. In this case, you would select 'Transaction'. 3. In the Criteria subtab, you can set up filters for your search. You would want to add a filter for 'Date' and set it to 'within last fiscal year' to get the data for the last year. You can also add a filter for 'Main Line' and set it to 'F' to exclude the main line of the transaction and only include the item lines. 4. In the Results subtab, you can define what information you want to see in your search results. You would want to add 'Item', 'Quantity', and 'Amount' to see the item name, quantity sold, and total amount for each item. 5. You can also add a 'Group' summary type for 'Item' to group the results by item, and 'Sum' summary types for 'Quantity' and 'Amount' to get the total quantity and amount for each item. 6. Save your search. Please note that this will give you the total quantity and amount for each item sold in the last fiscal year. If you want to see the quantity on hand at the end of the last fiscal year, you would need to create an inventory balance saved search instead. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84490329
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833744645
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830968618
Please provide your feedback on this answer.