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Report: Items Shipped by Month

Use Case

User needs a report of the items shipped on a monthly basis. The report needs to have the months as columns for easier visualization and data analysis.

Currently, pulling the data on a per month basis in a Report is not possible yet. We do have an enhancement related to this:

  • Enhancement # 138533 - Reports > Ability to run any (or most) reports in matrix format, using any field as pivot columns

As a workaround, a Saved Search or a SuiteAnalytics Workbook Pivot can be created to achieve the desired report.

This article discusses how to create both a Saved Search and a SuiteAnalytics Workbook Pivot to get the Quantity of Items Shipped Per Month. Before we begin, please note the following:

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