[NatalieLynn]

I have a report that is filtered to one sales rep and shows by customer the Transaction Total (Revenue) for that customer. I would like to create a second column to be able to compare last year with this year. I am terrible with reports and I am sure this is pretty standard and easy so if anyone wouldn;t mind helping me out I would appreciate it.

Thanks!
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[bboese]

RE: Comparative Sales Summary

Hi Natalie,

You can customize the report and add another Transaction Total (Revenue) column, and then, for example, set the Alternate Date Range type to relative to today’s date and then Alternate Date Range to last year. You can then customize the first built in Transaction Total (Revenue) column to similar parameters, except this year, and then add a Formula Field to compare the two columns with the Formula Type Difference x-y.

Feel free to contact me directly for further details, as this may need to be fine-tuned to your specific needs.

[NatalieLynn]

Thanks that is what I was looking for!

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