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NSC | Saved Search > Compare Daily Sales Month by Month

edited Sep 1, 2022 4:14PM in Search / Reporting

Kindly follow the steps below if you want to create a Saved Search Report to compare your daily sales month by month:

  1. Go to Lists > Search > Saved Searches > New > Transactions
  2. Create a name for this Custom Transactions Saved Search
  3. Under Criteria tab > Standard tab, Add Filters:
    1. Type | any of | Cash Sale, Invoice
    2. Date | within |this Fiscal Year
  4. Under Results tab, Column subtab, Add Fields:
    1. Formula (Text) | Summary Type: Group | Formula: TO_CHAR({TRANDATE},'DD') | Custom Label: Date
    2. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 1 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: January
    3. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 2 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label:

Dominica Sevilla - Oracle | OTC / P2P / SCM Guru

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