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Initial purchase search

edited Jan 3, 2020 12:35AM in Search / Reporting 2 comments

Hello,

I'm running into some difficulty creating a saved search that needs to locate the following:
[LIST=1]
[*]New customers this month (first purchase)
[*]Amount of first purchase only[/LIST]Ideally, I need to see the customer's name, customer type, date of transaction and the amount of the transaction.

If there are more than one transactions for a particular month, I don't want to see them.  Just the initial transaction.

Is this doable?

Thanks in advance.

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