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NetSuite Professionals

Is there anyway to do a year to date sales comparison by customer in either a report or saved search? I know it can do it on the dashboard but we are looking for a quick report to compare all customers

Yes. You can make a saved search
Criteria
Type = Cash Sale, Invoice
Mainline = T

Then do results of
Mainline name summary type GROUP
Formula currency, summary type SUM - case when TO_CHAR({trandate},’YYYY’)  = TO_CHAR({today},’YYYY’) then {amount} to end 

Formula currency, summary type SUM - case when TO_CHAR({trandate},’YYYY’)  = TO_CHAR(ADD_MONTHS({today},-12),’YYYY’) then {amount} to end 

Formula currency, summary type SUM - case when TO_CHAR({trandate},’YYYY’)  = TO_CHAR(ADD_MONTHS({today},-24),’YYYY’) then {amount} to end 

Or customize the sales by customer report and add another amount column but enable the comparative date range setting for that column

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