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How to create a Saved Search for Sales by Customer Report?
Hello,
The sales by customer summary report is missing transactions which have posted directly to our balance sheet.
I have created a transaction saved search which shows customer transactions which has helped to identify the missing data.
However, I cannot replicate the results of the transaction saved search in a custom sales by customer report.
Can you please advise how to show a summary of all sales by customer including transactions posted directly to our balance sheet, on a saved report.
Thank you
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