Saved Search to Display Sales Reps' First Sale Date and First Sale Amount

Create a Transaction Saved Search :

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

2. Pull up Transaction Search

3. On the Criteria tab > Standard subtab; add the following :

• Sales Rep =  is none of -unassigned-

• Shipping Line = is False

• Tax Line = is False

• Main Line = is True

• Type = is any of Cash Sale, Invoice

• Sales Rep Fields... then select on the SALES REP FILTER field : Name /ID = is not empty

4. On the Results tab, click on Remove All and add the following :

• Sales Rep ------------ Group

• Name ----------------- Group

• Formula (Text) ------- Minimum --- min(to_char(substr({trandate},1,3900))) keep(dense_rank first order by{trandate})  ----------------- Date of First Sale

• Formula (Currency) ---Minimum ----min(to_char(substr({total},1,3900))) keep(dense_rank first order by{trandate})  ------------------------ Amount of First Sale

5. Put a name on the Search and hit Save and Run.