Example Result:
Year Jan Feb March April May 2008 1,000.00 95.00 560.00 450.00 960.00 2009 1,001.00 100.00 700.00 444.00 750.00 2010 1,002.00 500.00 800.00 350.00 100.00
1. Navigate to Reports > New Search.
2. Select Transaction type
3. Click Create save search button.
4. Under Criteria Tab, Standard Subtab, set the following:
-- Type = Sales Order
-- Main Line = True
5. Under Results Tab, Columns subtab:
- Formula (Text) > Summary Type = Group > to_char(to_date({trandate}),'YYYY') > Custom Label = Year
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '01') then {amount} else 0 end > Custom Label = Jan
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '02') then {amount} else 0 end > Custom Label = Feb
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '03') then {amount} else 0 end > Custom Label = March
-Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '04') then {amount} else 0 end > Custom Label = April
-Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '05') then {amount} else 0 end > Custom Label = May
- until December
6. Under Available Filters tab, set Date to Show in Footer = True.
7. Rename.
8. Save and Run.
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