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find customers with no sales orders and no invoices

edited Jun 2, 2025 2:22PM in Ask A Guru 1 comment

So I'm scratching my head trying to figure out something that I believe should be so simple in NS. I'm trying to find all customers that have never placed a sales orders and have no invoices. But I can't seem to get there with a search or SuiteAnalytics. I can find customers with no transactions, but that's about it. Seems this would be something that a lot of people would need. Maybe I need to create a saved search with a formula that has a CASE statement in it? Any help would be greatly appreciated. Thank you.

Margie

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