[nic kcd Contributions: 0Level 1☆]

I have this as a results and works as intended. It is basically what tier a customer should be in.

HTML Code:
CASE WHEN SUM({amount}) > 50000 THEN ‘Platinum’
WHEN SUM({amount}) > 25000 THEN ‘Gold’
WHEN SUM({amount}) >= 12500 THEN ‘Silver’
WHEN SUM({amount}) < 12500 THEN 'Bronze' WHEN SUM({amount}) = 0 THEN 'New Customer' END Also we already have a 'Customer Tier' field and basically what I want to do is use the tier formula to pull only the results that are not correct. I am trying to adapt this for the summary criteria results. HTML Code: CASE WHEN {customer.custentity_kcd_customer_tier} = CASE WHEN SUM({amount}) > 50000 THEN ‘Platinum’
WHEN SUM({amount}) > 25000 THEN ‘Gold’
WHEN SUM({amount}) >= 12500 THEN ‘Silver’
WHEN SUM({amount}) < 12500 THEN 'Bronze' WHEN SUM({amount}) = 0 THEN 'New Customer' END THEN 'true' ELSE 'false' END criteria > summary

summarize: maximum

formula(text): is false

Anyone have any suggestions? Thanks!
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[erictgrubaugh Contributions: 0Level 1☆]

You should be able to set up your Summary Criteria using Expressions and appropriate logical OR operators. I obviously don’t have the Customer Tier field, but setting up your Summary Criteria something like this should work:

You would of course replace my use of the Customer Status field with your Customer Tier field, and you would need to find the appropriate value for each Tier to place in the Description. Then use the Parens and OR operators to group the conditions appropriately.

If you set these up correctly, then any Customer showing up in your results should be in the incorrect Tier.

[nic kcd Contributions: 0Level 1☆]

Ah I see what you did there, erictgrubaugh . That should work. Thank you much.

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