Wednesday, January 9, 2019

Saved Search: sales orders that contains only one specific item

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction in the list.
3. Rename the Search Title.
4. Under the Criteria tab, Standard subtab, set the following filters:
*Type is Sales Order
*Tax Line is false
*Shipping Line is false
*Item of any line includes (select any of in the popup) >> select the item that you want
5. Under Criteria tab, Summary subtab, set the following:
*Summary Type = Count
*Field = Item
*Description = is 1
6. Under the Results tab, Columns subtab, set the following:
Field | Summary Type
*Date | Group
*Number | Group
*Name | Group
*Item | Count
Add or remove fields that you want in the report.
7. Click the Save and Run button.

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