Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Update your Profile with your Support type to get your Support Type badge.
NetSuite Release 2023.1 is here! Download the release notes and post your questions in the new Release 2023.1 category.

How to create a Saved Search excluding Customers who have sales last month but not from last year?

edited Nov 25, 2022 3:44PM in Ask A Guru 11 comments

Hi all,

I am having some difficulty in implementing a saved search for our operations team. They have asked for a search that shows Sales Reps that have sold to a new customer/account. 

Our operations team defines a new customer as someone who has never bought from us before, but also any customer/account who has not bought from us in over a year.

I am able to have my saved search bring up customers who are completely new, but cannot seem to figure out how to pull customers who have bought something in the last month, but also have not bought anything in the previous year. 

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders