Create a Transaction Saved Search which Displays Separate Columns for New and Existing Customer Sales

While the New Customer Sales report displays transactions for new customers, it does not have the ability to show a separate column to display the sales for existing customers. For this, users can create a search instead. See the steps below:

1. Navigate to Lists > Search > Saved Searches > New > Transaction.

2. Under the Criteria tab > Standard sub tab, add the following:

Filter	Description	Formula
Type	is any of Invoice, Cash Sale
Main Line	is true
Date	is within	<---- select date range here
Amount	is greater than 0.00

3. Under the Results tab > Columns sub tab, add the following:

	Field	Summary Type	Function	Formula		Custom Label
	Formula (Text)			case when {trandate}={customer.firstsaledate} THEN 'New Customer' ELSE 'Returning Customer' END		New/Returning
	Date
	Type
	Number					Transaction #
	Name
	Formula (Numeric)			case when {trandate}={customer.firstsaledate} THEN 1 ELSE Null END		Count of New Sale
	Formula (Numeric)			case when {trandate}!={customer.firstsaledate} THEN 1 ELSE Null END		Count of Returning Customer
	Formula (Currency)			case when {trandate}={customer.firstsaledate} THEN {Amount} ELSE Null END		New Customer Sales
	Formula (Currency)			case when {trandate}!={customer.firstsaledate} THEN {Amount} ELSE Null END		Returning Customer Sales

 

* Please mark 'Show Totals' box, so it will sum the total the amount and count of transactions. 

4. Give it a name and save.