customer saved search that shows the most receent transaction

AI generated answer (using internal Slack threads):

To create a customer saved search that shows the most recent transaction, 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 tab, add the necessary filters. For example, you might want to filter by Type (Sales Order, Invoice, etc.), Date, and Customer. 4. In the Results tab, add the fields you want to display. For example, you might want to display the Transaction Number, Date, Amount, and Customer. 5. To show only the most recent transaction for each customer, you can use the Summary Type feature. Set the Summary Type for the Date field to Maximum. This will ensure that only the most recent date (i.e., the maximum date) is shown for each customer. 6. You can also set the Summary Type for the Customer field to Group. This will group the results by customer, ensuring that each customer appears only once in the results. 7. Save and run the search. Please note that this will give you the most recent transaction date for each customer. If you want to display other details of the most recent transaction (like the transaction number or amount), you might need to create a formula field that combines these details into a single field. Here is an example of how you might set up the Results tab: - Field: Date, Summary Type: Maximum - Field: Customer, Summary Type: Group - Field: Formula (Text), Summary Type: Maximum, Formula:

{transactionnumber} || ' - ' || {amount}

This will give you a result like "12345 - $100.00" for the most recent transaction of each customer. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******