Wednesday, January 23, 2019

How to create a report showing customers who has not purchased for a given period

1. Navigate to Lists> Search> Saved Searches> New> Customer.
2. Under Criteria tab> Standard sub tab> Filter, set the following:
- Transaction Fields > Type: none of: Cash Sale, Invoice
- Transaction Fields > Date: (set the period of no sales transactions)
3. Under Results tab> Columns sub tab> Field, set the following:

- Name
- Contact (fields): Name
- Contact (fields): Email
4. Rename the Search Title.
5. Hit Save and Run.  



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