Hello, I'm trying to create a saved search to see Sales orders created by days weeks & months.
The formula i used for weeks is TO_CHAR({trandate}, 'week') & summary type group but get an invalid error. Any suggestions?
r
RJMNS
12/22/2022, 3:32 PM
There's a Week of Year built-in function that you can set on any date field. Do you need different weeks?
t
Tash
12/22/2022, 3:35 PM
Hey Thanks for the help, much appreciated
Tash
12/22/2022, 3:35 PM
this works
Tash
12/22/2022, 3:35 PM
i was under the impression i couldn't use the date field to group multiple times on the results.
Tash
12/22/2022, 8:41 PM
Hey RJ i have a question regarding a customer saved search any chance you can assist?
Tash
12/22/2022, 8:42 PM
I need to create a daily report of how many customers i updated yesterday the sales tax status
r
RJMNS
12/22/2022, 10:08 PM
Customer search.
Criteria:
• System Notes : Type = Change
• System Notes : Context = UI (assuming you did this in the UI; if not might need to choose CSV if that's the way you did it)
• System Notes : Field = Sales Tax Status
• System Notes : Date = yesterday
• System Notes: Set by = you (optional)
Add all the fields from the System Notes join to the Results tab.