Customer would like to create a Saved Search for Customers that have no Sale Transaction starting a specific Date. You may include also the column for Total Sales before the Date.
For example: Date is May 1, 2013
1. Navigate to Lists> Search> Saved Searches> New> Customer.
2. Criteria tab> Summary subtab
–Sum | Formula ( Numeric) | is 0 | Formula: Case When {transaction.trandate} <= TO_DATE(’05/01/2013′, ‘MM/DD/YYYY’) then 0 else 1 end
3. Results tab> Columns subtab
–Name | Group
–Formula Date| Formula: TO_DATE(’05/01/2013′, ‘MM/DD/YYYY’)
–Formula (Numeric) | Sum | Formula: Case When {transaction.trandate} <= TO_DATE(’05/01/2013′, ‘MM/DD/YYYY’) then 0 else 1 end
–Transaction fields: Number
–Transaction fields: Date
–Transaction fields: Type
–Formula (Numeric) | Sum | Formula: Case When {transaction.accounttype} = any(‘Income’, ‘Other Income’) then {transaction.amount} else 0 end | Custom Label: Total Sales during May
4.Save