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Lifetime Total to Certain Date

edited Jan 3, 2020 12:32AM in Search / Reporting 2 comments

I'm running a transaction search and am trying to figure out a formula that will make the following columns show in the results:
--Customer's lifetime total of cash sales for a certain location up to end of last quarter
--Customer's lifetime total of cash sales for a certain location up to today or end of this quarter
--Difference between the two (nice to have, but first two are most imp)

Thanks for any clues you can offer!

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