To create the saved search, please follow the steps below:
1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction.
2. Under Criteria tab > Standard subtab > Add the following filters:
**Type is Invoices, Cash Sales, Credit Memos, Cash Refund, Customer Refund
**Main Line is No
**Quantity is not 0 (zero)
**Shipping Line is No
**Tax Line is No
3. Under the Results tab > Do the following:
**On the Date column > Set Summary Type to Group > Set Function to Year
**On the Amount column > Set Summary Type to Sum
**Add a Formula (Currency) column > Set Summary Type to Sum > Under Formula field enter this formula: Sum({quantity})/12
**Add the Quantity column > Set Summary Type to Sum
**Add another Formula (Currency) column > Set Summary Type to Sum > Under Formula field enter this formula: sum({amount})/12
4. Save & Run.
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