The following sections walk you through the tasks for defining criteria and results, including summary types, for a sales order transaction search, with screenshots illustrating definitions and results pages for different summary types.
Click on the arrows to display the steps and screenshots for tasks:
To create a search and define search criteria:
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Go to Customers > Other > Saved Searches > New and select Transaction.
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Select Type from the Filter field and in the popup, select Sales Order and click Set.
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Select Main Line from the Filter field and in the popup, select No and click Set.
To define a Group summary type:
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Click the Results subtab and add the following fields: Amount, Name, Date.
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Select Group from the Summary Type dropdown list for Name, to group transactions by Customer.
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Click the Preview button. The first level of results lists customers.
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Click a customer name to drill down into a list of transactions for that customer.
To define a Sum summary type:
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Click Return to Summary, then click Return to Criteria.
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Click the Results subtab and select Sum from the Summary Type dropdown list for Amount.
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Click Preview. The results page displays a total dollar amount of transactions for each customer.
To define a Count summary type:
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Click Return to Criteria.
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Click the Results subtab, add the Item field, and select Count from the Summary Type for Item. Also, remove the Sum from Amount, by selecting a blank from the Summary Type dropdown list.
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Click Preview. The results page lists a count of the number of items sold for each customer.
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Click a customer to drill down to a list of transactions and items.
To define a Minimum summary type:
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Click Return to Summary, then click Return to Criteria.
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Click the Results subtab, remove the Item field, and select Minimum from the Summary Type dropdown list for Amount.
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Click the Preview button. The results page displays the minimum transaction amount for each customer.
To define a Maximum summary type:
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Click Return to Criteria.
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Click the Results subtab, and select Maximum from the Summary Type dropdown list for Amount.
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Click the Preview button. The results page displays the maximum transaction amount for each customer.
To define an Average summary type:
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Click Return to Criteria.
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Click the Results subtab, and select Average from the Summary Type dropdown list for Amount.
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Click the Preview button. The results page displays the average transaction amount for each customer.
