Nada Ahmed
08/27/2024, 12:16 PMCeligo AI
08/27/2024, 12:16 PMAI generated answer (using internal Slack threads):To create a saved search that shows the total sales amount for each customer and the items of this amount on the same 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: 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 (This will group the results by customer) - Sum: Amount (This will sum the total sales amount for each customer) - Group: Item (This will show the items contributing to the total sales amount) 5. Save the search. Please note that the results may vary depending on whether you group by customer name or customer email. If you want unique customers along with their amount, it's recommended to group by customer name. If you want to display the percentage of sales by item in comparison to the total overall, you would need to use a formula field in the Results subtab. However, this would require familiarity with SQL Case statements or you might want to consider using SuiteAnalytics, which provides more advanced reporting capabilities. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/27/2024, 12:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.862748861
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844543278
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838151
Celigo AI
08/27/2024, 12:16 PM