@depthless one way to achieve this is to move all the transaction related criteria to a formula in the results (

CASE WHEN {transaction.type} = 'Sales Order's AND {transaction.custfield.. = 'F' ... THEN {transaction.quantity} ELSE 0 END

). It's terrible for performance though.

So that's actually one thing I'd tried. Problem is, it took 4 hours to run the search!

😮