1) Navigate to Reports > Saved Searches > All Saved Searches > New
2) Click on the Customers link
3) Criteria tab > Standard sub tab > set the following Filters with their corresponding Description:
— Transaction:Type | is Sales Order
— Transaction:Date | is on or after 11/20/2022
4) Results tab > Columns sub tab> set the following Fields with their corresponding Summary Type:
— Name | Group
— Formula(Currency) | Sum
Formula : CASE WHEN {transaction.trandate} > TO_DATE(’11/20/2022′, ‘MM/DD/YYYY’) AND {transaction.trandate} < TO_DATE(’01/31/2023′, ‘MM/DD/YYYY’) THEN {transaction.amount} END
Custom Label : 11/20/22 – 01/30/23
— Formula(Currency) | Sum
Formula : CASE WHEN {transaction.trandate} > TO_DATE(’12/01/2023′, ‘MM/DD/YYYY’) THEN {transaction.amount} END
Custom Label = 12/01/23 YTD
5) Click Save & Run