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Shipped & Open Orders vs Previous Year Invoices

edited Jun 2, 2025 2:35PM in Ask A Guru 4 comments

Hello,

I am trying to create a Shipped & Open Sales Order vs Previous year (invoices) saved search by customer. Ideally, it would be set up by item but the quantities should be summed (we have over 500 customers and three times as many items). This is basically a variance report to see how we are tracking YTD vs the entirety of the previous year. I would prefer the YTD shipped and open (pending fulfillment, partially fulfilled) to be two separate column's. I could export into excel and sum into a third field if that makes things easier.

Any help would be greatly appreciated!

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