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Total Sales over set time used for Criteria of a Saved Search

edited Jan 3, 2020 1:03AM in Search / Reporting 5 comments

I'm trying to create a saved search that only returns customers who have spent "x" amount of money and placed "x" number of orders with us over a set period of time.

I have a saved search created that shows all customers with their number of orders and total dollars spent over a set time. Now I would like to filter out certain customers based on that information.


Is it possible to set criteria to accomplish this?





If I can't accomplish this solely using the saved search above, I figured I could create a workflow that would use the saved search to populate custom fields on the customer record to store the data I'm trying to use, then create another saved search using the custom fields in the criteria to get my final list. I'm just trying to keep it as simple as possible.

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