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Sales Order Saved Search to show last months Invoice Amounts

edited Apr 29, 2021 8:04AM in Ask A Guru 4 comments


CASE WHEN {applyingtransaction.trandate} between trunc(add_months({today}, -1), 'month') AND last_day(add_months({today}, -1)) THEN sum({applyingtransaction.amount}) ELSE 0 END


I have this great saved search that shows Sales Order, Project Last invoice date, last invoice amount, total invoice amount and now management want to add last month invoice amount and 2 month ago invoice amount. I tried the above Case When statement and it didn't work. I stated with a 1 else 0 and that is showing other counts other than 1 and 0 (like 3 and 4). I tried to research this and they are not the number of applied transactions.

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