Saved Search to Display All Customers and their Total Sales even if Customer has no Sales for a Given Time Period

An overview of Customers and their Sales Activity to know how active they are and total amount spent for products or services within a certain time period. 

Note: It is necessary to build two separate Saved Searches due to period restriction. If Date Range is not needed, then Saved Search 2 will suffice (just remove the first filter).

1. Customers with NO transactions within the time period (mm/yyyy) = Customers with Status “Closed-Won” only Saved Search:
   1. Navigate to Lists > Search > Saved Searches > New
   2. Search Type: Click Customer
   3. Search Title: Enter Search Title
   4. Navigate to Criteria > Standard
   5. Filter: Select Status
      • Status: Select any of
      • Status: Enter Customer-Closed Won
      • Click Set
   6. Navigate to Results > Columns
   7. Click Remove All
   8. Field:
      • Select Name
        • Click Add
      • Select Email
        • Click Add
   9. Click Save & Run
2. Customers with transactions within the Date Range (mm/yyyy) Saved Search:
   1. Navigate to Lists > Search > Saved Searches > New
   2. Search Type: Click Customer
   3. Search Title: Enter Search Title
   4. Navigate to Criteria > Standard
   5. Click Remove All
   6. Filter:
      • Select Transaction Fields...
        • Transaction Filter: Select Date Created
        • Date Created: Select within
        • Date Created: Enter Custom
        • From: Enter mm/dd/yyyy
        • To: Enter mm/dd/yyyy
        • Click Set
      • Select Transaction Fields...
        • Transaction Filter: Select Main Line
        • Main Line: Click Yes
        • Click Set
      • Select Status
        • Status: Select any of
        • Status: Enter Customer-Closed Won
        • Click Set
   7. Navigate to Results > Columns
   8. Field:
      • Select Name
        • Summary Type: Select Group
        • Click Add
      • Select Formula (Currency)
        • Summary Type: Select Sum
        • Formula: Enter case when count(distinct({‌transaction.number})) is NULL then 0 Else sum(Distinct({‌transaction.totalamount})) end
        • Custom Label: Enter Total Transaction Amount
        • Click Add
   9. Click Save & Run

Note: User can view both search results and manually compare to view differences.