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Custom Trans SS for Revenue Subtotal on Customer Record

edited Jan 3, 2020 1:06AM in Search / Reporting 1 comment

I have reached a point of impasse and could use a fresh set of eyes..
I created 3 Custom Entity Fields (Type = Currency) on the Customer Record.
They are named:
2012 Revenue, 2013 Revenue Jan - Jun & 2013 Revenue Jul - Dec.

We went live 7/1/13, hence the 3 separate Fields.

I populated the 1st & 2nd Fields easily enough through a CSV import using legacy data. My Saved Search is working but I cannot get it to populate the 3rd Field. Here is how my search is set up:

Criteria -Type = any of Cash Sale, Invoice, Cash Refunded, CC Refunded &
                      Credit Memo

            Main Line = True

            Date = On or after 7/1/13

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