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Saved Search to Report on Average Customer Order / Sales in month

edited Jan 3, 2020 1:06AM in Search / Reporting 2 comments

I am trying to pull up a search that reports on the following:

Average Customer Spending/Sales in the month

The challenges I am facing are numerous, which is ironic - because it seems like such a simple search. First of all, I only want a certain subset of records to pull up - and lines within those transactions. I am looking to filter by the following criteria in a transaction search:

Account
Department
Transaction Type
Date (will remove this when I publish it as a KPI)

What I can do in the results:

Count the Name field
Sum the Amount field

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