Has anyone experienced an ungrouped transaction saved search with a quantity field that works perfectly fine BUT once it is grouped and summed, it gets messed up? The total of the grouped does not match the total of the ungrouped data.

Yes we are seeing this more and more in our searches. It very frustrating There have been different reasons and scenarios for us. We had a support case and found if you have the criteria of a text field “ contains“ {some value} it would do this. So we had to change the operator to “has keywords” and that fixed it The other issue is if you have lots of joins to sub records it can cause this too Do you have a joiner to a linked or child record in your search?