Wednesday, June 12, 2019

Search to show all Customers with Sales and with No Sales

1. Navigate to Reports > Saved Searches > All Saved Searches > New
Click on Customer link
3. Set the below formula under Results Tab > Columns Subtab:

FieldSummary Type FunctionsFormula
Name Group  
Formula (Currency)SumRound to HundredthsCase When {transaction.accounttype} = any('Income', 'Other Income') then {transaction.amount} else 0 end

4. Enter Search Title
5. Click Save and Run

Note: This search will pull up all stages of a customer such as Lead, Prospect and Customer stage. You may add 'Stage = Customer' under Criteria Tab > Standard Subtab if you want to filter all Customers only.

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