Saturday, March 16, 2019

Display a List of Customers that have Purchased within the Last 6 Weeks, and Sum 6 Months Worth of Sales for Them

Create a Transaction search under Lists > Search > Saved Searches > New with the following setup:

1. Criteria:

  • Main Line = True
  • Type = Invoice
  • Date = within Previous One Half
  • Customer (Main Line) Fields...: Date of Last Sale = within : (Realtive) > 6 weeks ago and 0 weeks ago

2. Results:

  • Name - Group
  • Amount - Sum
3. Click Save & Run or Preview.

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