Milo
06/27/2025, 2:55 PMCeligo AI
06/27/2025, 2:55 PMAI generated answer (using internal Slack threads):To create a saved search that shows a date range of the first order placed and the date for the last order placed, you can use a transaction saved search with a formula field. Here's a step-by-step guide: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, set the following: - Type is Sales Order - Main Line is True 4. In the Results subtab, add the following fields: - Date (Summary Type: Min) - Date (Summary Type: Max) 5. Save the search. This will give you a saved search that shows the earliest (Min) and latest (Max) sales order dates, which represent the first and last orders placed. Please note that this search will give you the date range across all sales orders. If you need the date range for a specific item or customer, you need to add additional filters in the Criteria subtab. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/27/2025, 2:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857640326
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853663266
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848046839
Celigo AI
06/27/2025, 2:55 PMMilo
06/27/2025, 2:57 PM