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Sales search

edited Dec 3, 2019 4:08PM in Search / Reporting 18 comments

Greetings:
I am trying to create a search that shows me all customers who have purchased over $500 (cumulative over all sales orders) during 2007.

I am able to do this with a report, but haven't successfully found out how to do this on a search. When I search by transaction, it will only show me those who have had single transactions over $500.

In the search, I also tried using "total amount purchased" but that is over all time, not this year, and there wasn't a way to limit it to this year (that I could find).

I need this to be a search rather than a report, because based on the results, we edit/update some other fields manually and via mass update.

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