Create a Saved Search which counts the number of Estimates created per month per Customer

To create the search, perform the following steps:

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

2. Select Transaction.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add the filters as needed:

Type is Estimate

5. On the Results tab > Columns subtab, set the following:

Field	Summary Type	Formula	Summary Label
Name	Group
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '01' , 1)	January
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '02' , 1)	February
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '03' , 1)	March
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '04' , 1)	April
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '05' , 1)	May
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '06' , 1)	June

Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 01 = January, 02 = February).

6. Click Save and Run.