To create a Saved Search that would list Total Sales by Customer and Shipping Zip Code, please perform these steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the Search Type.
3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:
*Type = Invoice, Cash Sale, Credit Memo
*Main Line = T (Yes)
*Shipping Zip = not empty
*Date = Set this to a specific date range, if needed
Results tab > Columns sub tab:
Sorty By = Shipping Zip
Add fields needed to show as search columns including the following:
Field | Summary Type
*Shipping Zip | Group
*Name | Group
*Amount | Sum
Available Filters tab:
*Shipping Zip | Show in Filter Region = T
4. Save & Run.
Note: Billing Zip field may be used instead of Shipping Zip.
Post a Comment