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Create Saved Search to List Clients who have Purchased a given Amount over a Period of Time

edited Feb 7, 2017 5:30PM in Accounting / ERP 1 comment

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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