Friday, April 12, 2019

Saved Search to Display Number of Customers within a Certain Category

To create a Saved Search showing the total number of Customers within a Customer Category, follow steps below:

1. Navigate to
Lists > Search > Saved Searches > New.
2. Select Customer as the search type.
3. Specify a Search Title.
4. Click the Results tab.
5. Enable the Show Totals checkbox.
5. Add the following Filters and Summary Type:
    a. Category: Group
    b. Name: Count
6. Click Save.

This now displays Category and the number of Customers.
Clicking the Category name then displays all the Customers within that Category.

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