Creating Saved Search to Replicate the Sales by Customer Summary Report

  1. Navigate to List > Search > Saved Searches > New
  2. Click Transaction
  3. Search Title: Enter Title
  4. Click Criteria tab
  5. Click Standard subtab
  6. Filters: Select Type: Select any of Select Cash Sale, Credit Memo, Invoice, Journal
  7. Select Account Type Account Type: Select any of Select Income, Other Income
  8. Select Main Line Main Line: Select Yes (to include JEs select Either)
  9. Select Shipping Line Shipping Line: Select No
  10. Select Tax LineTax Line: Select No
  11. Select COGS Line COGS Line: Select No
  12. Click Results tab Select Name Summary Type: Select Group
  13. Select Amount Summary Type: Select Sum
  14. Click Save & Run

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