Friday, May 31, 2019

Create a Customer Saved Search which Counts the Sales Transactions within a Specific Date Range for Customers with or without Transactions

Below are the steps to create a saved search which displays the count of customers sales transaction within a specific date range. It also includes customers who have no transaction.

1. Navigate to Lists > Search > Saved Searches > New > Customer 
2. Under the Criteria tab > Standard sub tab, add the following: 

*The sample date filters below is for December 1- 31, 2013. User can change it as per requirement.

Transaction : Dateis not before 12/1/2013 
Transaction : Dateis not after 12/31/2013 
Transaction : Typeis any of none, Invoice, Cash Sale 

3. Under the Results tab > Columns sub tab, add the following:

Summary Type

Transaction : NumberCount       

4. Give it a name and Save.

No comments:

Post a Comment