Friday, March 15, 2019

Create a Saved Search that will Count the Total Number of Customers Created in the Last Five (5) Years

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Customer.
3. Provide a Search Title.
4. In the Criteria tab, add the following fields:
  Stage = Customer
  Formula (Text) :
      Formula: CASE WHEN (EXTRACT (YEAR from {datecreated})) >= (EXTRACT (YEAR from {today}) - 4) THEN 1 ELSE 0 END
      Formula (Text): is 1
5. In the Results tab, add ID then set Summary Type = Count.
6. Save and Run.

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