Sunday, June 30, 2019

Customer Saved Search for Yearly Comparison of Sales Orders

1)  Navigate to Reports > Saved Searches > All Saved Searches > New
2)  Click on the Customers link
3)  Criteria tab > Standard sub tab > set the following Filters with their corresponding Description:
      -- Transaction:Type | is Sales Order
      
     
-- Transaction:Date | is on or after 11/20/2012

4)  Results tab > Columns sub tab> set the following Fields with their corresponding Summary Type:
      -- Name | Group

      -- Formula(Currency) | Sum
          Formula : CASE WHEN {transaction.trandate} > TO_DATE('11/20/2012', 'MM/DD/YYYY') AND {transaction.trandate} < TO_DATE('01/31/2013', 'MM/DD/YYYY') THEN {transaction.amount} END
          Custom Label : 11/20/12 - 01/30/13

      -- Formula(Currency) | Sum
          Formula : CASE WHEN {transaction.trandate} > TO_DATE('12/01/2013', 'MM/DD/YYYY') THEN {transaction.amount} END
          Custom Label = 12/01/13 YTD

5) Click Save & Run

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