How to get the applied and unapplied amount of Payments record type in a saved search reports

AI generated answer (using internal Slack threads):

To get the applied and unapplied amount of Payments record type in a saved search reports, you can use the 'Amount Remaining' field. This field will give you the unapplied amount for the Payments. For the applied amounts, you can use the 'Applied to ...' join to get the details of what the Payment has been applied to. For Customer Deposits, it's a bit more complex as they apply differently compared to other transactions. You can do a grouped search summarizing Deposit Application(s) applied against the Customer Deposit. This can be done via the 'Applying' join. Then, you can calculate the remaining unapplied amount by subtracting the sum of applying amounts from the max of Customer Deposit amount. Here is a sample of how to do it: 1. Set the criteria to Type=Customer Deposit and Posting=Yes. 2. In the results tab, use the fields with the (...) after them at the bottom of the field list. These are the joins. 3. Use a formula to calculate max(Customer Deposit amount)-sum(applying amount). Remember, the 'Applying' join gives you the total of all the Deposit Applications, and the 'Applied to ...' join gives you the details of what the Customer Deposit is applied to. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

That didn't work. It returned all 0 values which is not the reality

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