Saved Search of Customer Records created within the Year which Includes Information on the Transaction Number, Date and Gross Amount of the First Sale Recorded for Each Customer.

Solution:

 

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Search Type = Customer

3. Navigate to Criteria tab > Standard subtab > In the Filter column, add the following fields:

   a. Date Created = is within this fiscal year

   b. Transaction Fields…>Posting = is true

   c. Transaction Fields…>Account Type = is Income

   d. Formula (Numeric) | greater than or equal to = 1

 

Formula: case when to_char({transaction.trandate}, 'mm/dd/yyyy') =  to_char({firstsaledate}, 'mm/dd/yyyy') then 1 else 0 end

 

4. Navigate to Results tab > Columns subtab > In the Field column, add the following fields:

   a. Name | Summary Type:  Group

   b. Date of First Sale | Summary Type:  Group

   c. Formula (Text) | Summary Type:  Minimum|

 

Formula: case when to_char({transaction.trandate}, 'mm/dd/yyyy') =  to_char({firstsaledate},    'mm/dd/yyyy') then {transaction.type} || ' ' || {transaction.number} else null end    

   Custom Label: Transaction Number

  

   d. Transaction Fields…>Amount (Gross) | Summary Type:  Sum | Custom Label: Amount (Gross) | Summary Label: Amount (Gross)

 

5. Hit Save & Run button.