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NSC | Saved Search > Compare Daily Sales Month by Month
Kindly follow the steps below if you want to create a Saved Search Report to compare your daily sales month by month:
- Go to Lists > Search > Saved Searches > New > Transactions
- Create a name for this Custom Transactions Saved Search
- Under Criteria tab > Standard tab, Add Filters:
- Type | any of | Cash Sale, Invoice
- Date | within |this Fiscal Year
- Under Results tab, Column subtab, Add Fields:
- Formula (Text) | Summary Type: Group | Formula: TO_CHAR({TRANDATE},'DD') | Custom Label: Date
- Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 1 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: January
- Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 2 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label:
Dominica Sevilla - Oracle | OTC / P2P / SCM Guru
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