Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Customer Saved Search - Formula (Numeric) for # of Closed Cases in Previous Month
I am trying to write a CASE statement using the Formula (Numeric) field in a customer saved search that will SUM the number of cases closed in the previous month. I want this reoccuring as we are trying to associate # of cases with total sales by customer but I don't know SQL so I'm struggling.
Here is my invalid expression:
Formula(Numeric)
Summary Type Sum
CASE WHEN {dateclosed} IS MONTH(EnterDate) = @LastMo_Month and YEAR(EnterDate) = @LastMo_Year
0