saved search
reusable, dynamic search definition that can have many advanced search filters and results display options
summary types
available for results of saved searches
group
rolls up search results by the field to which you apply this type; required for any other summary type to work
group example
you can group transactions by customer name
count
counts the number of results found that apply to a specific column
count example
you can count the number of items purchased by each customer
sum
sums search results within a specific column
sum example
you can sum the dollar amount of sales orders for each customer
minimum
displays the minimum amount, or the earliest date value within a specific column
minimum example
you can show the maximum amount sold in a transaction for each customer
average
calculates the average amount found in a specific column
average example
you can show the average amount sold in a transaction for each customer
functions
for each search results column, there's the option of applying a function to transform the search result data value into a different format of your choice
% of total
calculates the percentage contributed by each record to the sum of all records in the search results
absolute value
returns the absolute value of a number
age in days
calculates the days passed since a specific date
age in months
calculates the days passed since a specific date
age in weeks
calculates the weeks passed since a specified date
age in years
calculates the years passed since a specified date
calendar week
returns the first day of the week for a date
day
returns a full date
month
returns a full month
negate
number as time; quarter; rank; round; week of year; year
expression builder
when you create parenthetical expressions, you can define a STRING of criteria connected by AND/OR logic