Saved Search to Show the Date of First and Last Sale for Each Item Per Customer for a Specific Time Period

User wants to create a saved search to show show the Date of First and Last Sale for each Item per customer for a specific time period.

1. Navigate to Reports > Saved Searches > All Saved Searches > New  
2. Search Type: Select Transactions
3. Title: Enter Name
4. Click Criteria
5. Click Standard
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   1. Select Type 
   2. Type: Multiple Select Invoice, and Cash Sale
   3. Select Main Line
      • Main Line: Select No
   4. Select Shipping Line
      • Shipping Line: Select No
   5. Select Tax Line
      • Tax Line: Select No
   6. Select Account Type
      • Account Type: Select None of None
        Note: This is to remove the Subtotal, Billable Line Totals, and End of Group lines, etc. on the search results
   7. Select Item Fields...
      • Select Type
        • Select none of
        • Type: Discount
          Note: Add this filter if you do not want to include Discount items on the search results.
   8. Select Date 
      • Date: Enter Date Range
6. Click Results 
7. Click Remove All 
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   1. Select Name
      • Summary Type: Select Group
   2. Select Item
      • Summary Type: Select Group
   3. Select Date
      • Summary Type: Select Minimum
      • Custom Label: Enter Date of First Sale
   4. Select Date
      • Summary Type: Select Maximum
      • Custom Label: Enter Date of Last Sale
8. Click Available Filters
9. Filter: 
   1. Select Date
   2. Show in Footer: Enter Checkmark
10. Click Save