Thursday, September 13, 2018

Saved Search That Displays the Number of Days Since the Customer's Last Purchase

Some users find the need to run a search that displays the number of days since the customer had made its last sale transaction. This solution can be used to track inactive customers.
To create a search that displays all customers and the number of days since their last sales transaction, follow the steps below:

1. Navigate to Transactions > Management > Saved Searches > New.

2. Click Transaction.

3. Under Criteria tab > Standard subtab, set the following filters:

    - Type is any of Sales Order, Cash Sale, Invoice

    - Main Line is True

4. Under Results tab, set the following:


Summary Type



Custom Label

 Name Group   
 Formula (Numeric) Minimum  ROUND({today}-{trandate}) Days Since Last Purchase


5. Still under Results tab, set the Sort By field to Formula (Numeric) to sort by the number of days since last purchase (ascending/descending).

6. Provide a search title and click Save & Run.  

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