1. Navigate to Lists > Search > Saved Searches > New > Customer
2. Under the Criteria tab > Standard sub tab, add the following:
*The sample date filters below is for December 1- 31, 2013. User can change it as per requirement.
Filter | Description | Formula |
Transaction : Date | is not before 12/1/2013 | |
Transaction : Date | is not after 12/31/2013 | |
Transaction : Type | is any of none, Invoice, Cash Sale |
3. Under the Results tab > Columns sub tab, add the following:
Field | Summary Type | ||||||||
Name | Group | ||||||||
Transaction : Number | Count | |
4. Give it a name and Save.
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