Customer Saved Search for the number of Customers created last month per Sales Rep who has a Sales Order/s the current month

Go to Reports > Saved Searches > All Saved Searches > New

2)    Click the Customer link

3)    Enter your desired Saved Search title

4)    Results tab > Columns sub tab > set the following Field and corresponding Summary Type:

— Sales Rep | Group

— Formula (Text) | Count

    Formula : Case When TO_CHAR({datecreated}, ‘MM YYYY’) = TO_CHAR(ADD_MONTHS({today}, -1), ‘MM YYYY’) then {internalid} end

    Custom Label : Customers created last Month

    Summary Label : Customers created last Month

— Formula (Text) | Count

    Formula : Case When TO_CHAR({datecreated}, ‘MM YYYY’) = TO_CHAR(ADD_MONTHS({today}, -1), ‘MM YYYY’) and {transaction.type} = ‘Sales Order’ then {internalid} end

    Custom Label : With SO

    Summary Label : With SO

5)   Click Save & Run