Hi, Does anyone know how to show the parent of nominal accounts in a saved search?

if you're referring to the chart of accounts, then saved searches don't have a field just for the parent. I believe workbook analytics do though.

Here is a formula I've used in a saved search before: TRIM(REGEXP_SUBSTR({accountgrouped}, '[^:]+'))

Thanks guys. I created a custom field on nominal accounts record. Then sourced from sub account and list of name. Made sure store value was unchecked. It did the trick. However if the saved search works as Paul suggested, that would be even better

If I'm not mistaken, that formula should work in 99% of the cases, but if an account name happens to have a colon in it (unlikely), it won't be accurate. Also would a 3+ level hierarchy not work well? But perhaps this is good enough.

@Paul Giese I tested the formula, but it didn't work on Account saved searches. Have you tried yourself? Am I missing something 🥺?

Based on the field in that formula, it was probably meant for a transaction search, not an account search.

Hi @Merk sorry I've been swamped with a client. Yes, I think this was a transaction search, not an account search. My apologies

No worries @Paul Giese. Thanks 🙏