Wednesday, January 16, 2019

Create a Saved Search Report Display Repeat Buyers for Items

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

2. Select Transaction in the list.

3. Rename the Search Title.

4. Under the Criteria tab, Standard subtab, set the following filters:
**Type is any of Cash Sale, Invoice
**Shipping Line is false
**Tax Line is false
**COGS Line is false
**Item is not none
**Item Fields: Type is none of Description, Discount, Markup, Subtotal >>select Item Fields... first then select Type
Note: If you also want to have a date range, then select Date in the filter and set the range.

5. Under the Criteria tab, Summary subtab, set the following:
**Summary Type = Count
**Field = Number
**Description = is greater than or equal to 2

6. Under the Results tab, Columns subtab, set the following:
Field | Summary Type
**Name | Group
**Item | Group
**Number | Count

7. Under the Available Filters tab, set the following:
**Filter = Date
**Show in Footer = Yes

8. Click the Save & Run button.

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