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How to create a Saved Search for Total Purchases from Customer of particular Item?
We would like to create a saved search that shows the total purchases a customer has made the past 90 days when they have purchased a particular item (item A).
We have a transaction saved search setup with these criteria filters:
Type: any of Cash Sale, Invoice, Credit Memo, Cash Refund
Item: Item A
Tax Line: False
Shipping Line: False
Main Line: False
COGS Line: False
The results fields are:
Name: Summary Type Group
Date Created: Summary Type Group
Item: Summary Type Group
Formula (Currency): Summary Type SUM, Formula: CASE WHEN {trandate} between trunc(add_months({today},-3)) AND last_day(add_months({today},-0)) THEN {amount} ELSE 0 END
0