Tuesday, June 11, 2019

Saved Search to Count the total Sub customer created for each Parent Customer

1.    Navigate to Lists > Search > Saved Searches > New.

2.    Click Customer.

3.    Under Criteria tab > Standard sub tab, add the below:

 

-          Sub of = -None-

 

4.    Under Results tab > Columns sub tab, add the following fields:

Field |Summary Type:

-          ID | Group

-          Sub Customer Fields… ID | Count

 

5.    Set a Search Title.

6.    Hit Save & Run and check the results.

No comments:

Post a Comment