can someone guide me on how to construct a search to display vendors whereby the last transaction date is say, a year ago? I have no clue on how to filter by last transaction date. Do I filter using "date last modified"? "date line last modified"? Or do I need to use a CASE formula which I don't know how to either 🤔

In the summary fields you can do date and summary maximum and specify before 1 year ago

thx man. got it