1. Navigate to Reports > Saved Searches > All Saved Searches > New > Contact.
2. Under the Criteria tab> Standard tab add the following filters:
Filter | Description |
Transaction Fields : Type | Sales Order |
Inactive | Is False |
Transaction Fields : Date | * |
Is not empty |
*Specify the relative date range.
3. Under the Criteria tab> Summary subtab add the following:
Summary Type | Field | Description | Formula |
Count | Formula Numeric | is greater than 0 | case when (item) = 'ItemID' then (internalid) else null end |
4. Under the Results tab> Columns subtab, add the following filters:
Filter | Summary Type |
Name | Group |
Group | |
Company | Group |
5. Rename the search and click Save & Run.
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