Saved Search to pull up Customers with no sales orders for the last 6 months and up

Below is a sample Saved Search that will pull up Customers with no sales orders for the last 6 months. Users may just modify the date range depending on their search requirement.

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3. Under Criteria tab > Standard sub tab, add the following filters:
   • Transaction Fields… > Type = Sales Order
   • Transaction Fields… > Main Line = True (Yes)
   • Inactive = False (No)
   •  Date of Last Order = not after | relative | 6 | months ago
4.  Navigateto Results tab > Columns sub tab and add the following fields or additional columns you need:
   •  ID
   •  Name
   •  Date of First Order
   •  Date of Last Order
5. Set a Search Title.
6. Hit Save & Run and check the results.