Wednesday, December 19, 2018

Saved Search for Returning Customers

1. Go to Reports > New Search > select Customer.

2. Under the Criteria tab > Standard sub tab > Add filters:
      Date of Last Sale = within this fiscal year
      Transaction Fields: Type = any Cash sale and Invoice
      Transaction Fields: Date = before start of this year

3. Under the Criteria tab > Summary sub tab > Add:
      Summary = Maximum
      Field = Transaction Fields: Date
      Description = is before start of last fiscal year

4. Under the Results tab > Columns sub tab > Add:
      Fields | Summary Type
      ID      | Group
      Name | Group
      Transaction: Date | Maximum
    Note: You may add other field you need, make sure to group it to include or show in the results page.

5. Set the Search Title.

6. Save & Run.


No comments:

Post a Comment