saved search on sales transactions to give the amo...
# ask-stanley-ai
n
saved search on sales transactions to give the amount and the items grouped by the customer using formula to get all the items in one row
c
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, and uses a formula to get all the items in one row, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of the saved search. 3. In the Criteria subtab, add the following filters: - Type: Sales Order (or Invoice if you're not using Sales Orders) - Main Line: True 4. In the Results subtab, add the following fields: - Name (Group) - Amount (Sum) 5. To get all the items in one row, you can use a formula field. Add a new field in the Results subtab: - Summary Type: Group - Field: Formula (Text) - Formula:
GROUP_CONCAT({item})
- Label: Items 6. Save the search. This will give you a saved search that shows the total amount of sales per customer, with all the items sold to the customer in one row. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857862055
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854842186
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853621423
Please provide your feedback on this answer.