NSC | How to group Sales Orders’ Shipping Countries to its Continent?

In cases where Users would like to run a Saved Search and group the Sales Orders’ Shipping Countries based on their continent, we can use a Formula (Text) to achieve it.

Here are the steps to take:

1. Navigate to Reports > Saved Searches > All Saved Searches > New  

2. Search Type: Select Transactions

3. Title: Enter Name

4. Click Criteria > Standard

5. Add the following filters:

• Type = Sales Order

6. Under the Results, add the following fields:

Field | Formula | Custom Label

• Date
• Document Number
• Name
• Shipping Country
• Formula (Text) | CASE WHEN {shipcountry} IN ('France','Italy') THEN 'Europe' WHEN {shipcountry} IN ('South Korea','Singapore','China') THEN 'Asia' END | Continent