Saturday, May 18, 2019

Search to count how many Individual and Company Type customers a Sales Rep is assigned to

Please do the following steps:
 
1. Lists > Search > Saved Searches > New > Customer.
 
2. Results:
 
Field: Sales Rep
Summary Type: Group
 
Field: Internal ID
Summary Type: Count
 
Field: Formula (Numeric)
Summary Type: Sum
Formula:  case when {isperson} = 'T' then 1 else 0 end
Custom Label: # of Individuals

Field: Formula (Numeric)
Summary Type: Sum
Formula:  case when {isperson} = 'F' then 1 else 0 end
Custom Label: # of Companies
 
3. Provide name for the search.
 
4. Save & Run.
 

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