Scenario

Users may want to create aRolling Sales Order Reportfor forecasting and analyzing purposes based onSales Orders'Datefield with preferredSales Order Status.

Solution

A custom saved search could be created as followings to achieve this goal.

1. Navigate to Reports > SavedSearches > AllSavedSearches > New
2. Click Transaction
3. Enter SearchTitle
4. On the Criteria tab> Standardsub-tab > Add below Filters:
   - Type is SalesOrder
   - Status is none of Sales Order: Cancelled, Sales Order: Closed
5. On the Result tab > Columns sub-tab > Add below Fields:
   
   (Field | SummaryType | Formula | CustomLabel)
   
   - Formula (Numeric) | | case when {trandate} between {today} and ({today}+29) and {status} = 'Partially Fulfilled' then {netamount} else 0 end | Open SO with Partially Fulfilled Status - Rolling 30 days
   
   - Formula (Numeric) | | case when {trandate} between {today} and ({today}+29) and {status} = 'Pending Approval' then {netamount} else 0 end | Custom Label=Open SO with Pending Approval Status - Rolling 30 days
   
   - Formula (Numeric) | | case when {trandate} between {today} and ({today}+29) and {status} = 'Pending Billing/Partially Fulfilled' then {netamount} else 0 end | Custom Label=Open SO with Pending Billing/Partially Fulfilled Status- Rolling 30 days
   
   - Formula (Numeric) | | case when {trandate} between {today} and ({today}+29) and {status} = 'Pending Fulfillment' then {netamount} else 0 end | Custom Label=Open SO with Pending Fulfillment Status- Rolling 30 days
   
   
6. Hit Save & Run