Do you have a separate field not shown on the invoice that identifies the profit? Or is it a calculation? You would then just use this Profit field to make a summary. If you want to do summaries of only positive amounts, create a field that equals Amount only if it is positive such as: If ( Amount > 0 ; Amount ). That way you can search or do calculations only on positives. Same could be done for negatives if you had a need to summarize what you purchase.
Thank you. Yes I have a separate cost field. I think the amount field will work. Would you recommend two? One for positive and one for negative. I assume it would be in the invoice line item table and then I can run a summary from each.
Can you describe more in detail the best way to setup this calculation as I am drawing a large blank. I understand it but I can't grasp the calc at the moment.
Create a calculation field called something like "Amount Credit" and the formula for it would be "If ( Amount > 0 ; Amount)". Then create a calculation field called "Amount Debit" with the formula of "If ( Amount < 0 ; Amount )". Then you can create a summary field for both of these fields so that you can summarize the values in them at the end of a report.
If you enter positive amounts in the column then totals are easy. Calc +/- line total based on credit/debit (a field) for final total. You can then summarize each of these to get subsummary by sort (try getsummary() function).
-- sent from my iPhone4 --