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Using "Period Selectors/Descriptors" in a saved search

edited May 11, 2020 2:12AM in Search / Reporting 2 comments

I could use some assistance with including "Period Selectors/Descriptors" in a saved search. I am trying to summarize data by quarters using the "period" parameter but not having success. I am able to summarize by month and year but the descriptors that have been provided by NS for quarters return no values when I use them as variables in my formula. I am getting the descriptors from this location, https://1072494.app.netsuite.com/app/help/helpcenter.nl?fid=section_4084585701.html . An example of use would be "Case When {postingperiod} = 'FQ#1 FY' Then {amount}*{contribution}  Else Null END". A similar formula using the descriptor for a single month returns data that can be summarized using the "Sum" option in the grouping field. The formula using the quarter descriptor returns no data.

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