Sunday, June 2, 2019

Saved Search to Show Cash Sales by Customer

1.    Navigate to Reports > Saved Searches > All Saved Searches > New


2. Select Transaction link


3. Set the following under Criteria Tab > Standard Subtab:

·         Type = Cash Sale 

4. Under Results Tab > Columns Subtab, add following fields (choose others based on your preference):

    Date        

    Type

    Name || Summary type = Group

    Amount || Summary type = Sum

    5. Enter a Search Title

    6. Click Save and Run

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