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Saved search formula that categorizes revenue by year and month to date
I'm running a project search that pulls the invoices in each project. The reason I am not doing a transaction search is because I am grouping by a field on the project (Project Type - which is really our companies different departments). When I tried to group a transaction search by project type (company department) it didnt work.
The saved search pulls invoices for 2014 and 2015. My results criteria are project type (grouped) and amount (summed).
I.e.
Tax xxx,xxx
Assurance xxx,xxx
Outsource xxx,xxx
Consulting xxx,xxx
Total xxx,xxx
I want to be able to categorize the numbers as:
0