How can i make a saved search that gives total amo...
# general
a
How can i make a saved search that gives total amount($) of sales per customer
d
Sum the amount field by the grouped customer field (on a transaction search)
Make sure the Type on Criteria is set as Mainline True and the Type is Sales Order
a
like this .. ?
d
Yes
If you're not using SO's then Invoice as the Type instead
a
Actually i am using sales order ..
Regarding the first column in results .. shall i remove it .. it seems that when i group by name .. it gives few more results
when i only use group by customer:Email it gives few less results
I want unique customers along with their amount ..
d
Group the customer Name. Sum the Amount
👍 1
a
Done.. Thanks for help sir