A report or search for
customers with a certain number of transactions (sales orders, invoices,
etc) for a particular date or period
1. Navigate to Reports > Saved
Searches > All Saved Searches > New
2. Select Customer
3. Under the Criteria tab > Standard subtab, set the following filters:
Transaction: Type = Sales Order (or any type of transaction user are searching for)
Transaction: Date = (set user preferred date or date range
4. Under the Criteria tab > Summary sub-tab, set the following:
Summary Type = Count
Field = Transaction: Number
Description = is greater than 1 (or any number user want to filter it to)
5. Under the Results tab > Columns subtab, set the following:
Name (Set the Summary Type to Group)
Transaction: Number (Set the Summary Type to Count)
6. Enter a name for the saved search and select Save & Run.
2. Select Customer
3. Under the Criteria tab > Standard subtab, set the following filters:
Transaction: Type = Sales Order (or any type of transaction user are searching for)
Transaction: Date = (set user preferred date or date range
4. Under the Criteria tab > Summary sub-tab, set the following:
Summary Type = Count
Field = Transaction: Number
Description = is greater than 1 (or any number user want to filter it to)
5. Under the Results tab > Columns subtab, set the following:
Name (Set the Summary Type to Group)
Transaction: Number (Set the Summary Type to Count)
6. Enter a name for the saved search and select Save & Run.
0 comments:
Post a Comment