Search that Displays Sales by Customers Comparison Between Years

To create a search that displays Sales Orders per customer comparison between two years please follow the steps below.

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction as the Search Type
3. On the Criteria tab and Standard sub-tab please add a filter called Type and on the pop up select Sales Order
4. On the Results tab and Column sub-tab add a field called Name and set the Summary Type to Group
5. Add another field called Formula (Currency) and set the Summary Type to Sum and on the formula field insert the formula below:

                        CASE TO_CHAR({datecreated},'YYYY') WHEN '20XX' THEN {amount} ELSE 0 END
*Please note to enter a year instead of XX

6. Add another field called Formula (Currency) and set the Summary Type to Sum and on the formula field insert the formula below:

                        CASE TO_CHAR({datecreated},'YYYY') WHEN '20XX' THEN {amount} ELSE 0 END
*Please note to enter a year instead of XX

7. Save & Run