formula (currency) Case When to get the last year to date amount in a a saved search

AI generated answer (using internal Slack threads):

To get the last year to date amount in a saved search, you can use a formula (currency) case when statement. Here's how you can do it: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Choose the record type for your search. 3. Enter a name for your search. 4. Under the Criteria tab > Standard sub tab, set your filters. For example, you might want to filter by Transaction: Type and Transaction: Main Line is true. 5. Under the Results tab > Columns sub tab > Field column, set the following: - Name with Summary Type = Group. - Formula (Currency) with Summary Type = Sum and Custom Label = Sales Last Year. The formula would be:

CASE WHEN TO_CHAR({transaction.trandate},'YYYY')=TO_CHAR({today},'YYYY')-1 THEN {transaction.amount} ELSE 0 END

This formula checks if the transaction date's year is equal to the current year minus one (last year). If it is, it returns the transaction amount; otherwise, it returns 0. 6. Save and Run your search. Please note that you might need to adjust the field names in the formula to match your actual field names in NetSuite. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******