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Saved search with Columns by Class
I would like to create a Saved Search for use as a Sublist on customer records so that it will give us at a glance the customers purchase history. I am thinking that the results of the search need to look like:
Customer Month ClassA ClassB ClassC
I can create this results in a Report in which I can change the columns to be by Class and then filter for just the 3 classes that I need. AFAIK reports can't be used as sublists.
So I'm wondering how I would create this in a Saved Search. I'm assuming I would create a forumlae and somehow there would be a magical way to split it into columns. Have a separate formulae for each column and build a filter into each column?
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