Saturday, June 8, 2019

Saved Search for Contacts Who Did Not Purchase a Specific Item

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

*

Email

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

ItemID refers to the ID of the item that you are trying to exclude from the search results.


4. Under the Results tab> Columns subtab, add the following filters:

Filter

Summary Type

Name

Group

Email

Group

Company

Group

5. Rename the search and click Save & Run.

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