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Saved Search > Invoice > Current vs Prior Month

Here's a sample Transaction Saved Search with a formula to compare the prior month's Invoices amount to the current month's Invoices amount per Customer.

  • Navigate to Lists > Search > Saved Searches > New
  • Select Transaction
  • Rename the Saved Search
  • Under the Criteria tab, mark Use Expressions checkbox
  • Still under the Criteria tab, add the following filters:

Formula 1 = CASE WHEN {trandate} BETWEEN TRUNC({today},'MM') and LAST_DAY({today}) THEN {amount} ELSE 0 END

Formula 2 = CASE WHEN {trandate} BETWEEN TRUNC(ADD_MONTHS({today},-1),'MM') and LAST_DAY(ADD_MONTHS({today},-1)) THEN {amount} ELSE 0 END

  • Under the Results tab, add the following fields:

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Dominica Sevilla - Oracle | OTC / P2P / ASB Guru

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