[jmcadams]

I need to create a saved search that will include what I think is pretty basic stuff but I’m stuck. I can pull Sum and Counts with no issue in two separate saved searches but I need to find a way to merge them into one. This will let us see who the high % support requesters are in our client base with respect to sales. Piece of cake.

Criteria:

Active customers with transactions (Cash Sale + Invoice) where date is within last month.

Results:

Customer

Sum of Last Month’s Transactions

Count of Last Month’s Closed Cases

Example:

ABC Company

$50.00

550
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[egrubaugh]

I believe I’ve accomplished this with a Customer search.

Here are the Search Criteria:

I used June of 2013 just because that’s the existing data I had in the test account. You could just as easily change both date filters to “within last month”.

Here are the Search Columns:

and here are the results:

You can change the Summary Labels on the Columns to get better column names.

[jmcadams]

Thank you. This is very helpful but seems there are two issues:

1) It times out so for testing I added ‘Name/ID’ to the Search Criteria for one customer (ok I can schedule this in the background to run as a scheduled process).

2) The Sum of Transaction Amount is wrong. $993,814.47 should be $18,634.30 based on actual invoices created last month for this customer. I added ‘Main Line’ is true to the Search Criteria and this didn’t resolve it. Any ideas?

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