I have a saved search report on items, and I want to calculate sales for the past 24 months. The current criteria are: • Transaction: Type — is any of Sales Order, Cash Sale, Credit Memo, Invoice • Transaction: Date — is within 3 years ago and 1 day from now • Inactive — is false

AI generated answer (using internal Slack threads):

Based on the conversations, to calculate sales for the past 24 months using a saved search report on items, you can modify your current criteria as follows: 1. Transaction: Type — is any of Sales Order, Cash Sale, Credit Memo, Invoice 2. Transaction: Date — is within 24 months ago and 1 day from now 3. Inactive — is false To achieve this, you can use a Formula (Numeric) criteria filter. Set the Formula to

{today} - {transactiondate}

which returns the number of days elapsed as a floating point value, then filter on results

less than or equal to

value

730

(approximately 2 years or 24 months). If you need to group the sales by month, you can add a Group by criteria with

Formulatext( extract month from transactiondate _ year from transactiondate)

. For vendors who don’t have any transaction activity for 24 months, you can use the criteria

MAX of Transaction:Date is ON OR BEFORE 24 months ago

. This will take the last transaction date and compare it if it is created 24 months ago from the current/system date. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******