saved search on sales transactions to give the amount and the items grouped by the customer

AI generated answer (using internal Slack threads):

To create a saved search on sales transactions that gives the amount and the items grouped by the customer, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. In the Criteria subtab, add the following filters: - Type: is Sales Order (or Invoice if you're not using Sales Orders) - Main Line: is True 4. In the Results subtab, add the following fields: - Group: Customer (or Customer : Name) - Sum: Amount 5. (Optional) If you want to include the items in the results, add another field: - Group: Item 6. Save and run the search. This will give you a list of customers along with the total amount of their sales transactions. If you included the Item field, it will also show the items involved in those transactions. Please note that the results might vary depending on whether you group by Customer or Customer : Name. If you want unique customers, it's usually better to group by Customer : Name. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******