Saved Customer Search that displays Total Sales based on Invoice and Cash Sale Transactions and the number of Activities created per Customer

To create the search, perform the following steps:

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

2. Select Customer.

3. Provide a Search Title.

4. On the Criteria tab > Standard subtab, set the following:

 

Transaction Fields... > Type is any of Cash Sale, Invoice

Transaction Fields... > Main Line is true

5. On the Results tab > Columns subtab, set the following:

 

Field	Summary Type	Formula	Custom Label
Internal ID	Group
Formula (Currency)	Sum	SUM({transaction.amount}) KEEP (DENSE_RANK LAST ORDER BY {activity.internalid})	Total Sales
Activity : Internal ID	Count		Activity Count

6. Click Save & Run