Quarterly Sales by Customer for Current Fiscal Year Saved Search

To create this saved search, please follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New

2. Search Type = Transaction

3. On Criteria tab > Standard subtab, add the following Filter fields:

   1. Type = Sales Order

   2. Date = is within this fiscal year

   3. Main Line = True

4. On the Results tab > Columns subtab, add the following Field columns:

   1. Field = Number

      Summary Type = Group

   2. Field = Formula (Currency)

      Summary Type = Sum

      Formula = case when to_char({trandate}, 'MM') between 1 and 3 then {totalamount} else 0 end

      Custom Label = FY 20XX Q1

   3. Field = Formula (Currency)

      Summary Type = Sum

      Formula = case when to_char({trandate}, 'MM') between 4 and 6 then {totalamount} else 0 end

      Custom Label = FY 20XX Q2

   4. Field = Formula (Currency)

      Summary Type = Sum

      Formula = case when to_char({trandate}, 'MM') between 7 and 9 then {totalamount} else 0 end

      Custom Label = FY 20XX Q3

   5. Field = Formula (Currency)

      Summary Type = Sum

      Formula = case when to_char({trandate}, 'MM') between 10 and 12 then {totalamount} else 0 end

      Custom Label = FY 20XX Q4

5. Hit Save & Ru