saved search to report all sales by customers that...
# ask-stanley-ai
n
saved search to report all sales by customers that are new or haven't purchased anything in the last 3 years
c
AI generated answer (using internal Slack threads):
To create a saved search to report all sales by customers that are new or haven't purchased anything in the last 3 years, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the "Customer" record type. 3. In the Criteria subtab, set up the following filters: - Date Created: set the range to be within the last 3 years. - Last Sale: set the range to be more than 3 years ago or is empty. 4. In the Results subtab, add the fields you want to display in your report. For example, you might want to include "Name", "Date Created", "Last Sale", and "Sales". 5. Save and run your search. This will give you a list of all customers who were created within the last 3 years or whose last sale was more than 3 years ago, along with their total sales. Please note that the "Last Sale" field might not be available in all NetSuite accounts, depending on your account settings and the modules you have enabled. If you don't have this field, you might need to create a custom field or use a different method to track when each customer's last sale was. ****** 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: 0.822073758
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820346177
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818488479
Please provide your feedback on this answer.