Saturday, September 15, 2018

Saved Search that Displays the Customer Sales for Items Grouped by Quantity Range

1. Navigate to Transactions>Management>Saved Searches>New>click on Transactions link

2. Click on Criteria tab>Standard subtab

  • Select the Item
  • Set the date range (e.g. 1/1/2009 to 12/31/2009)
  • Type is Invoice

3. Click on Criteria tab>Summary subtab

  • Summary Type is Sum
  • Field is Quantity
  • Description is between 1 and 50

4. Click on Results tab>Columns subtab

  • Name set to Group
  • Quantity set to Sum
  • Amount set to Sum 

5. Click Save and Run.


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