a report that shows the last sales activity date

AI generated answer (using internal Slack threads):

To create a report that shows the last sales activity date, you can create a saved search with the following steps: 1. Navigate to

Reports > New Search

. 2. Select

Transaction

as the record type. 3. In the

Criteria

tab, add a new filter

Main Line

and set it to

False

. This will exclude line items from the search. 4. In the

Results

tab, add the fields you want to display in your report. To show the last sales activity date, add

Date

field and set the summary type to

Max

. This will display the latest date of the sales transaction. 5. To group the results by item, add

Item

field in the

Results

tab and set the summary type to

Group

. 6. Save and run the search. This will give you a report showing the last sales activity date for each item. For the second part of your question, to generate a report for the last 24 months purchase data by item and supplier, you can create a saved search with the following steps: 1. Navigate to

Reports > New Search

. 2. Select

Transaction

as the record type. 3. In the

Criteria

tab, add a new filter

Date

and set it to

within the last 24 months

. This will filter the transactions that happened in the last 24 months. 4. In the

Results

tab, add the fields

Item

,

Supplier

, and

Quantity

. Set the summary type of

Quantity

to

Sum

to get the total quantity purchased. 5. To group the results by month, add a formula text field in the

Results

tab with the formula

EXTRACT(MONTH FROM {date}) || ' ' || EXTRACT(YEAR FROM {date})

and set the summary type to

Group

. 6. Save and run the search. This will give you a report showing the total quantity purchased by item and supplier for each month in the last 24 months. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******