Create Saved Search to Count Transactions with greater than a nn and amount greater than xx.xx

1. Navigate to Reports> New Search> select Customer> click Create Saved Search button.

2. On the Criteria tab

a. Standard sub tab

>> * Filter | * Description

>> Transaction fields... select 'Type' | is any of Invoice (you can also add Cash Sales if you are using this form. Note: If you would like to use Sales Order you may do so but do not mix it with Invoice and Cash Sale)

>> Transaction fields... select 'Main Line' | is true (Yes)

>> Transaction fields... select 'Date' | Date = on or after > relative> 365 days ago > Set

b. Summary sub tab

>> * Summary Type | * Field | *Description

>> Count | Transaction fields... select 'Number' | is greater than '3' (indicate any number)

>> Average | Transaction fields... select 'Amount' | is greater than equal to '50.00'

3. On the Results tab > Columns sub tab

>> *Field | Summary Type

>> Name | Group

>> Transaction fields... select 'Amount' | Average

>>Transaction fields... select 'Number' | Count

** Group fields you need to see on the face of the report.

4. Rename Search Title

5. Click Save and Run.