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