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How to create a Saved search for Sales orders comparing to same months in previous years.

edited Dec 27, 2022 3:13PM in Ask A Guru 11 comments

Hi Guru's,

I am not sure if this is a report or a saved search. I have tried with reports, but I have not been able to make it work. What I am trying to make might almost be a standard report of search, but I have not been able to find it.

I want to show the total number of Billed sales orders, total sales, average $ per transaction, and the average line per transaction by employee per month. Also comparing the same information to the last two previous years. I am not sure I can achieve this with a report. I get pretty close, but only for a specific period. I have a feeling to set it up like this will require a saved search with several formulas.

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