Sunday, September 16, 2018

Saved Search to Display Total Number of Customers perDepartment/Class with a Total Number of Sales in a Period

Solution:
 
1. Navigate to Lists > Search > Saved Searches > New > Transaction.
2. Under the Criteria tab, add the following filters:
Type= Invoice, Cash Sales and Return Authorization
Main Line= True
Date= set the period here
Amount= set the value of sales here
3. Under the Results tab, add the following columns:
Column Summary Type
Department/Class Group
Name Count
Amount Sum
4. Click Save and Run.

 

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