1) Navigate to Lists > Search > Saved Searches > New
2) Click Transactions link
3) Enter your desired Saved Search Title
4) On the Criteria tab > Standard sub tab > Filters column, set the following:
-- Type: is Sales Order
-- Date Created: is within - set required date/s
-- Main Line: is True
-- Status: is none of
Sales Order: Pending Approval
Sales Order: Cancelled
Sales Order: Closed
5) Results tab > set the following fields with the corresponding Summary Type:
-- Sales Rep | Group
-- Date
-- Number | Count
-- Amount | Sum
-- Formula (Numeric) | Count
Formula : COUNT(DISTINCT(Case When {amount} < 100 then {number} end))
-- Formula (Percent) | Sum
Function : Round to Hundredths
Formula : COUNT(DISTINCT(Case When {amount} < 100 then {number} end))/nullif(COUNT({number}),0)
6) Click Save & Run
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