Saved search to show price list per unit price for items purchased by customer

Scenario

To create a saved search that will generate a price list per unit price for all items purchased by a customer.

Solution

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Transaction
3. Rename the Search Title
4. Click Criteria tab
5. Click Standard
6. Add the following Filters:

a. Type: Select Sales Order, Return Authorization

b. Item Fields… Type: Select Service, Other Charge, Non-inventory Item, Kit/Package, Assembly/Bill of Materials, Inventory Item

c. Account Type: Select Income

d. Status: Select None of Return Authorization: Cancelled, Sales Order:Cancelled

7. Click Results tab
8. Field:

a. Select Name

     - Summary Type: Select Group

b. Select Item Fields… > Name

c. Select Item Fields… > Description

d. Select Item Fields… > Base Price

9. Click Save & Run