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Matrix style Customer sales order report by period

edited Jan 7, 2026 6:52PM in Ask A Guru 3 comments

I'm looking to create a sales order summary report by period where the rows are customers and columns are fiscal periods (months). Each row is a single customer and the totals are summed up per period in columns. I've tried customizing a sales order report, I've tried saved searches, and tried workbook analytics, but I can't get the periods to display totals WHILE being able to change the date range (fiscal year to date, last fiscal year, etc). The closest I've gotten is building the columns manually and labeling them by period, but that leaves too

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