Scenario
Saved Search to Show Sales Order Count per Month by Customer
Solution
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. On the Criteria tab > Standard sub tab:
2. Select Transaction.
3. On the Criteria tab > Standard sub tab:
- Type: Sales Order
- Main Line: is True
4. On the Results tab > Columns sub tab:
- Field: Period | Summary Type: Group
- Field: Name| Summary Type: Group
- Field: Internal ID | Summary Type: Count
5. Enter Search Title.
6. Save & Run or Preview.