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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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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