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NSC | Saved Search > Compare Daily Sales Month by Month

Dominica Sevilla-Oracle

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

Go to Lists > Search > Saved Searches > New > Transactions
Create a name for this Custom Transactions Saved Search
Under Criteria tab > Standard tab, Add Filters:
1. Type | any of | Cash Sale, Invoice
2. Date | within |this Fiscal Year
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: February
4. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 3 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: March
5. Formula (Currency) | Summary Type: Sum | Formula:CASE WHEN TO_CHAR({TRANDATE},'MM') = 4 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: April
6. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 5 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: May
7. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 6 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: June
8. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 7 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: July
9. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 8 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: August
10. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 9 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: September
11. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 10 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: October
12. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 11 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: November
13. Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 12 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: December
Click Save & Run
Under Results tab, Sort by field, select Formula (Text)

Amount (Net of Tax) field and NETAMOUNTNOTAX expression in a formula do not pull up nontaxable transactions or taxable transactions with null/zero tax value, thus, use nvl({netamountnotax},{amount}) instead.

I hope this helps! ❤ Feel free to share your own tips and tricks under NetSuite Admin Corner to help other members as well. Thank you very much! 😊

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