1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Customer for Search Type.
3. Rename your report in Search Title.
4. In Results tab > Columns subtab > Add the following fields (you may add other fields that you want)
- Field = Name | Summary Type = Group
- Field = Formula(Text) | Formula = to_char({firstorderdate}, 'MONTH/YYYY')
- Field = Formula (Numeric) | Summary Type = Sum | Formula = Case When to_char({firstorderdate}, 'MM/YYYY') = '01/2013' then 1 else 0 end | Custom Label = January 2013
- Field = Formula (Numeric) | Summary Type = Sum | Formula = Case When to_char({firstorderdate}, 'MM/YYYY') = '01/2014' then 1 else 0 end | Custom Label = January 2014
5. Hit Save & Run.
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