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June 10, 2026 | Question of the Week
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How to create a Saved Search for Total Purchases from Customer of particular Item?

edited Sep 20, 2023 12:11AM in Ask A Guru 7 comments

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

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