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TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date

edited Jun 2, 2025 2:43PM in Ask A Guru 20 comments

Hi, please help! I've created this TRANSACTION saved search to pull up the most recent invoices for each Customer. But we ONLY want to see customers that have not ordered in a while (base on their last invoice). Where do I add this formula? What is the exact formula?

My screenshots are below and it gives me the past rolling year's of invoices but this is not the date I want to see. I need the formula so it will do 2 things:

  1. Only show data from ONE invoice: the most recent invoice info (I don't want to see multiple invoices in the past year)
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