Transaction saved search, main line = either, how to show totals of main line?

AI generated answer (using internal Slack threads):

In order to show totals of main line in a transaction saved search where main line is set to either, you can use the following steps: 1. Set the criteria as

Main Line = either

. This will allow you to see both the main line and the line items in the search results. 2. In the results tab, add the fields you want to show the totals for. For example, if you want to show the total amount, add the

Amount

field. 3. Set the summary type for these fields to

Sum

. This will calculate the total for these fields for each main line. 4. If you want to show the total for all transactions, not just per main line, you can add a formula field with the formula

SUM({amount})

. This will calculate the total amount for all transactions in the search results. Remember, the

Main Line = either

criteria will show both the main line and the line items in the search results. If you only want to see the main line, you should set the criteria as

Main Line = true

. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******