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Create a saved search to display the sales of certain category customers:
Hello,
I want to create a saved search to display the sales of certain category customer (eg HP Customers) . Requirements are
The saved search includes these columns:
- Customer Name
- Customer ID
- Category of that customer
- The total sales of that customer (1)
- The total partner sales of that customer (2)
- The total of (1) and (2)
Each row in the report will be the data of each customer.
The saved search only needs the data of the customers who belong to Health Professional.
The sales should exclude the tax, shipping cost.
The report should have the filter by category.
I have created:
I need some help on calculating the sales of all partners for each HP customers.
Tagged:
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