To create a Saved Search showing the total number of Customers within a Customer Category, follow steps below:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer as the search type.
3. Specify a Search Title.
4. Click the Results tab.
5. Enable the Show Totals checkbox.
5. Add the following Filters and Summary Type:
a. Category: Group
b. Name: Count
6. Click Save.
This now displays Category and the number of Customers.
Clicking the Category name then displays all the Customers within that Category.
No comments:
Post a Comment