Jcurve Support Articles / Business Intelligence

Create Search for all Customers with no Transactions

Written by
Pattranit Lakhan
Published on
August 31, 2023 at 10:41:17 AM PDT August 31, 2023 at 10:41:17 AM PDTst, August 31, 2023 at 10:41:17 AM PDT

Scenario

Create a saved search that will show all customers with no related transactions.

Solution

1. Navigate toLists>Search>Saved Searches>New
2. ClickCustomer
3.Search Title:EnterTitle
Example:Customers With No Related Transactions
4. ClickCriteria
5. ClickStandard
6.Filter:
Note:For every required field use the drop-down menu to select it and once adjusted click Add if
needed.
  • SelectStage
  1. Stage:SelectCustomer
  2. ClickSet
7. ClickSummary
  • Summary Type:SelectSum
  • Field:SelectFormula (Numeric)
    1. Formula (Numeric):Select isequal
    2. ClickSet
  • Formula:EnterDecode ({transaction.number},NULL, 0,1
8. ClickResults
9.Field:
Note:For every required field use the drop-down menu to select it and once adjusted click Add if
needed.
  • SelectName
    • Summary Type:SelectGroup
  • SelectFormula (Numeric)
    • Summary Type:SelectSum
    • Formula:EnterDecode ({transaction.number},NULL, 0,1)
10. ClickSave & Run
#null
#Saved Search
#no transaction
#Customer Saved Search
Jcurve Support Articles / Business Intelligence