Entity saved search, how to set criteria for customers?

AI generated answer (using internal Slack threads):

To set criteria for customers in an Entity Saved Search, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create, in this case, select "Customer". 3. In the Criteria subtab, you can set the conditions for the search. For example, if you want to find customers who have purchased a specific item, you can add a criteria like: - Field:

Item

- Operator:

any of

- Value:

Item Name

4. If you want to add more complex conditions, you can use expressions. For example, to find customers who have purchased item Y or Z but not X, you can use a formula like this in the Formula (Text) field: -

CASE WHEN {transaction.item} IN (_item_y_internalid_, _item_z_internalid_) THEN 1 END

SUM, Formula(Numeric), greater than 0 -

CASE WHEN {transaction.item} = _item_x_internalid_ THEN 1 END

SUM, Formula(Numeric), equal to 0 5. You can also group your results by customer using the Summary Type field. Remember, you can also use a Transaction Saved Search for more flexibility, as transactions touch more tables than entities. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******