Is there a way to have the Open Sales Order report...
# general
j
Is there a way to have the Open Sales Order report include all sales orders except closed/canceled? I am having a hard time building a report where it shows sales by sales rep (not the native field., but a custom field) where each column is a different day (today, yesterday, 2 days ago, 3 days ago, 4 days ago, 5 days ago) and I cannot find the best way to do it. It needs to include pending approval and pending fulfillment. Maybe a saved search? Not sure if they can do relative dates to the date set in the filter.
m
Yea you can do it with a saved search - add the transaction status to the search filters and filter out cancelled / closed
j
What would the formula look like for 'yesterday' relative to the date set in the filter? Say today is 12/19/2022, but I ran the report for the date of 12/16/2022, how would I get the SUM of {amount} for 12/15/2022?