Monday, May 27, 2019

Search to Display Customers who Ordered More than Once

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction
2. Under Criteria tab > Standard subtab:
a. Type is Sales Order
b. Main Line is Yes
3. Under the Results > Columns tab:
a. For Name, set Summary Type to Group
b. For Number, set Summary Type to Count
c. For Amount, set Summary Type to Sum
4. Under Criteria tab > Summary subtab,
a. Summary Type = Count
b. Field = Number
c. Description = is greater than 1
5. Save and run the search

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