Pivot Report Using Saved Search Showing Sales Transactions per Customer per Year

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction as search type

3. Assign a Name on the Search Title field

4. On the Criteria tab> Standard subtab> Filter column, add the following:

a.       Account Type = Income and Other Income

b.       Posting is true (Yes)

**Note: Add additional filters as necessary

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

a.       Date and set Function=Year

b.       Name

c.        Amount

d.       Type

6. Hit Save&Run

7. Hit Edit this Search button

8. Hit Pivot Report button

9.  Drag Name to the Row Dimensions section

10. Drag Type to the Row Dimensions section

11. Drag Date to the Column Dimensions section

12. Drag Amount to the Data section

13. Click Run Report