Display on Saved Search Item's First Transaction that Recognizes Revenue.

To search for the item's first transaction that recognizes revenue, perform the following:

1.    Navigate to Lists > Search > Saved Searches > New> Items.

2.    On Criteria tab and Standard subtab, set Transaction fields > Type : Cash Sale, Invoice

3.    On Results tab and Columns subtab, set the following:

o    Name : Summary Type > Group

o    Transaction fields : Date > Summary Type > Minimum

o    Transaction fields : Number > Summary Type > Count

o    Transaction fields : Amount > Summary Type > Sum

o    Transaction fields : Type

4.    Click Save.