how can I make a saved search for an invoice and i...
# ask-stanley-ai
l
how can I make a saved search for an invoice and in the results I would like to have a column with the amount of unique items (amount of different items)?
c
AI generated answer (using internal Slack threads):
To create a saved search for an invoice with a column showing the amount of unique items, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Invoice from the list. 3. In the Criteria subtab, set Main Line to False. This allows you to access line-level information. 4. In the Results subtab, add the fields you want to display. To show the amount of unique items, you can add the Item field with a function of Count. This will count the number of unique items on each invoice. 5. If you want to display the total amount of each unique item, you can add the Amount field with a function of Sum. This will sum the total amount for each unique item on each invoice. 6. Save and run the search. Please note that this will give you the count of unique items per invoice, not the total quantity of each item. If you need the total quantity of each item, you would need to create a transaction search instead of an invoice search, and add the Quantity field to the Results subtab. ****** 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: 0.849392831
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849039495
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847147405
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