Customer Search to Display Running Count for each Month

We can create a list of Customers that are created as of a certain month, you may use the following:

 

1. Go to Reports > New Search
2. Select Customer type
3. Click Create Save Search button
4. Under Criteria Tab, Standard Subtab, set the following:
-- Inactive = False
5. Under Results Tab, Columns subtab:
-- Name
-- Formula (Numeric)
- Custom Label "Jan 20XX" - case when {datecreated} <= to_date ('1/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Feb 20XX" - case when {datecreated} <= to_date ('2/28/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Mar 20XX" - case when {datecreated} <= to_date ('3/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Apr 20XX" - case when {datecreated} <= to_date ('4/30/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "May 20XX" - case when {datecreated} <= to_date ('5/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Jun 20XX" - case when {datecreated} <= to_date ('6/30/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Jul 20XX" - case when {datecreated} <= to_date ('7/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Aug 20XX" - case when {datecreated} <= to_date ('8/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Sep 20XX" - case when {datecreated} <= to_date ('9/30/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Oct 20XX" - case when {datecreated} <= to_date ('10/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Nov 20XX" - case when {datecreated} <= to_date ('11/30/20XX', 'MM/DD/YYYY') then 1 else 0 end
- Custom Label "Dec 20XX" - case when {datecreated} <= to_date ('12/31/20XX', 'MM/DD/YYYY') then 1 else 0 end
6. Rename.
7. Save and Run.