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!

To start with, it's important to realize Sales to NetSuite are Invoices/Cash Sales, and Orders Pending Fulfillment refers to Sales Orders. With that established, you likely need either a saved search with SQL or Analytics to combine these in 1 place. Without the orders pending fulfillment requirement, you could achieve that using Sales by Customer as your basis, and adding multiple columns for amount, then setting the alternate date range.