Saved Search to Show Cash Sales by Customer

1.    Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction link

3. Set the following under Criteria Tab > Standard Subtab:

·         Type = Cash Sale 

4. Under Results Tab > Columns Subtab, add following fields (choose others based on your preference):

    Date        

    Type

    Name || Summary type = Group

    Amount || Summary type = Sum

    5. Enter a Search Title

    6. Click Save and Run