Saved Search That Displays the Number of Days Since the Customer's Last Purchase

Some users find the need to run a search that displays the number of days since the customer had made its last sale transaction. This solution can be used to track inactive customers.
 
To create a search that displays all customers and the number of days since their last sales transaction, follow the steps below:
 

1. Navigate to Transactions > Management > Saved Searches > New.

2. Click Transaction.

3. Under Criteria tab > Standard subtab, set the following filters:

    - Type is any of Sales Order, Cash Sale, Invoice

    - Main Line is True

4. Under Results tab, set the following:

Field	Summary Type	Function	Formula	Custom Label
Name	Group
Formula (Numeric)	Minimum		ROUND({today}-{trandate})	Days Since Last Purchase

 

5. Still under Results tab, set the Sort By field to Formula (Numeric) to sort by the number of days since last purchase (ascending/descending).

6. Provide a search title and click Save & Run.