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Saved search with Columns by Class

edited Jan 3, 2020 12:30AM in Search / Reporting 2 comments

I would like to create a Saved Search for use as a Sublist on customer records so that it will give us at a glance the customers purchase history.  I am thinking that the results of the search need to look like:

Customer   Month  ClassA    ClassB   ClassC


I can create this results in a Report in which I can change the columns to be by Class and then filter for just the 3 classes that I need.  AFAIK reports can't be used as sublists.

So I'm wondering how I would create this in a Saved Search.  I'm assuming I would create a forumlae and somehow there would be a magical way to split it into columns. Have a separate formulae for each column and build a filter into each column?

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