Hello. I’m trying to build a report/saved search/etc. that includes a summary of sales by customer. The following are the fields I’m trying to pull:
Customer Name – Sales Rep – Sales MTD – Orders Pending Fulfillment – Sales MTD – Sales Same Month Prior Year – Sales YTD – Sales YTD Prior Year – Sales Prior Year (TOTAL)
Having some over/under $ or % would also be helpful!
If you want to get the summary. You should select Group on the Summary Type of the Customer
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