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Create Saved Search to List Clients who have Purchased a given Amount over a Period of Time
I am working on creating a Saved Search to help classify internally how much a given client has bought over a period of time (in this case, about the last 3 years). I have the base of the saved search criteria in place, but it isn't providing results that are 100% accurate.
Here is where I'm at so far:
Under Criteria Tab > Standard Subtab
*Type = is Sales Order
*Date = is after the end of 3 years ago (12/31/2014)
Under Criteria Tab > Summary Subtab
*SUM (Summary Type) | Amount (Field) | Is greater than or equal to $XXX.XX
Under Results Tab > Columns Subtab
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