I have been working on a saved search to display a listing of items (Inventory, Assembly, Kit/Package) that have sold/been fulfilled over the last 12 months at one location.

Specifically looking for the Item, Reorder Point, # of Fulfillments (12 mon), # Items Fulfilled (12 mon), #Items Fulfilled (over each mon), among other things. Using resources from classes, found online, etc. I have built the search. My criteria and results fields are shown on the attached PDF.

Am using Main Line either, as True or False both seem to remove items and change counts.

I am summarizing the results; although if there is a way to simplify it (e.g. via the use of SUM or COUNT type formulas) vs having to summarize the details down, that would be great too. I am grouping by item, counting the fulfillment records, and summing the item amounts for the year and months.