Saved Search to Compare Purchase Orders of Last Year and This Year

1) Navigate to Lists > Search > Saved Searches > New

2) Select Transactions

3) Criteria tab > Standard subtab > Filter column:

- Type = Purchase Orders
- Account = Purchase Orders
- Name = None of (choose Tax Agency e.g. HM Revenue & Customs)

4) Results tab > Set the following:

- Name > Summary Type = Group
- Date > Summary Type = Group
- Number > Summary Type = Group
- Formula(Currency)> Summary Type = Sum > Formula = CASE TO_CHAR({datecreated},'YYYY') WHEN '2011' THEN {amount} ELSE 0 END
- Formula(Currency)>Summary Type = Sum > Formula = CASE TO_CHAR({datecreated},'YYYY') WHEN '2012' THEN {amount} ELSE 0 END
- Amount > Summary Type = Sum

5) Click Preview or Save & Run