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How to evaluate a field (in a formula) at a specific date in a Saved Search?

edited Jun 2, 2025 2:34PM in Ask A Guru 2 comments

I´m trying to build a saved search that reports HITS and GMROI by item.

The HITS is easy, it means how many times the item appears in an invoice in the last year.

Now, the GMROII I have not been able to achieve, the formula is simple:

Sum of gross margin of that item sales in the last 12 months / Average of inventory value of that item in the last 12 months

The divisor part is the difficult one, in a formula I can reach the inventory valuation of the item {item.totalvalue}, but that will only give me the value now. to obtain the average I would need to evaluate the field {item.totalvalue} a year ago and obtain the difference divided by 2.

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