Just quickly, I’m wondering if the solution would be to add a criterion into the Criteria > Summary subtab. I’m sort of thinking that you’ll need something like a Summary Type of Count with a CASE formula looking for any payments made for the Customer within the last 90-days, then to weed these Customers out; therefore only returning Results where this formula yields zero matches.

Thank you for the response. I am not 100% sure I follow you.

One good thing is the person asking said it was fine to leave the other customers listed that had paid in the past 90 days.

So for right now I am okay, but am still curious to your possible solution.

That’s great to hear that you have a viable solution.

Without having tested it – so hypothetically speaking – my suggested solution was to see if using the Saved Search’s Summary Criteria would do the trick. On the Criteria subtab, you have both a Standard and Summary subtab. I was suggesting that in the Summary subtab, you may be able to put in a formula that checks for payment transactions made within the last 90-days per Customer, and if any exist (e.g., a ‘Summary Type = Count’ greater than 0), then to not display this Customer. I.e., we’re looking for Customers whom have 0 payment transactions in the past 90-days.

So in my opinion, it may be something like a DENSE_RANK and PARTITION BY {entityid} type formula that you’d need. So what this could do, is, partitioned by each Customer, see if any payment transactions exist, and if the answer is zero, then display this Customer in your Results.