Saved Search of Customers the Business Dealt With Within a Date Range

This Saved Search would list all customers and vendors that a business has dealt with within a date range.

• Navigate to Reports > New Search.
• Click Transactions.
• Under Criteria tab add the following lines:
• Type: is Cash Sales, Invoice, Journal, Sales Order, Bill, Purchase Order.
• Main Line: True.
• Date: as per user preference.
• Navigate to Results tab.
• Set the Sort By to Name.
• Set Then by to Date.
• Edit the 'Name' line and set the Summary type to 'Group'.
• Click Submit.