Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
NSC | Saved Search > Compare Daily Sales Month by Month
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:
- Type | any of | Cash Sale, Invoice
- Date | within |this Fiscal Year
- Under Results tab, Column subtab, Add Fields:
- Formula (Text) | Summary Type: Group | Formula: TO_CHAR({TRANDATE},'DD') | Custom Label: Date
- Formula (Currency) | Summary Type: Sum | Formula: CASE WHEN TO_CHAR({TRANDATE},'MM') = 1 THEN nvl({netamountnotax},{amount}) ELSE 0 END | Summary Label: January
- 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
Tagged:
1