NSC | How to create a Saved Search for the first Purchase Item/s of the first Sale of a Customer?

In a scenario where the user wants to create a Transaction Saved Search that will show all Items purchased for the first time of a Customer.

Here are the steps they may take to create the Saved Search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New  

2. Search Type: Select Customers

3. Title: Enter Name

4. Click Criteria > Standard

5. Add the following filters:

• Transaction Fields… = Type = Invoice, Cash Sale
• Formula (Numeric) = CASE WHEN {firstorderdate}={transaction.trandate} THEN 1 ELSE 0 END

6. Under the Results, add the following fields:

• Name
• Transaction Fields… = Date
• Transaction Fields… = Item

7. Click Save & Run

This Saved Search will pull all the first