Tuesday, February 26, 2019

Create a Saved Search that will replicate the Standard Sales by Customer Report

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

2.    Click on Transaction link.

3.    Under Criteria tab > Standard sub tab, set the below filters:


- Posting = True (Yes)

- Account Type = any of Income, Other Income


4.    Under Results tab, mark the Show Totals checkbox.

5.    Go to Results tab > Columns sub tab and add fields as deemed necessary.

6.    Enter a Search Title.

7.    Hit Save & Run and check the results.


Total amount should match the total sales on Sales by Customer Report.

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