To display Amount and Number (Count) of Sales Order per Customer shown on a Per Item Basis on a search, perform the following:
- Navigate to Reports > Saved Searches > All Saved Searches > New.
- Click Transactions.
- Under Criteria tab and Standard subtab, set the following:
- Type = Sales Order
- Under Results tab and Columns subtab, set the following:
- Name : Group
- Number : Count
- Formula (Currency) : Sum : NVL(CASE {item} when 'Item Name' THEN {amount} END,0)
For each column of item, add a new formula field, copy the above formula and change the 'Item Name' to the name of Item.
- Enter a name for the custom search.
- Click Save.
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