Yep, only count notes with SUCCESS status. I have emailed LC, but don't expect to get any fruitful answer from them.
It is
very difficult to get past the front line people to someone who actually understands what you're talking about. Even the people the front line folks refer one to tend to not understand something like this.
When I started complaining about all the cancelled orders last year sometime they gave me funky theories about how I must be choosing notes that had a payment coming up. Later I showed them that wasn't true. Finally I reverse engineered the cancellations, working case by case, and worked out the math.
I suspect that the software developers who did the initial hookup between LC and folio are long gone, and the maintenance people don't really know how it works. When you look into this monster, it is quite a hack job.