How can I create an saved search where in the results tab I have total (sum) profit (sum) and customer, I need to group (to removed duplicates) and then to count unique customers. how can I do this?

AI generated answer (using internal Slack threads):

To create a saved search with the total (sum) profit (sum) and customer, and to group and count unique customers, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the appropriate record type for your search. In this case, it would be 'Transaction'. 3. In the Criteria subtab, add the following filters: - Type: is Sales Order (or Invoice, depending on your use case) - Main Line: is True 4. In the Results subtab, add the following fields: - Name (Group) - Amount (Sum) 5. To count unique customers, you can use a formula field with the following expression:

COUNT(DISTINCT({name}))

. Add this to the Results subtab. 6. Save and run the search. This will give you a saved search where each row represents a unique customer, with the total profit for that customer, and the total count of unique customers. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******