An Administrator would like to send a list of total sales for the day, by customer, to the CEO daily.
How is this done?
- Create a Transaction Saved Search filtered by Sales Orders, grouped by Customer and Amount.
Schedule as a daily event at 6:00 PM and select the CEO as recipient.
- Customize a Sales by Customer report with Today as the Date filter. Schedule as a daily event at
6:00 PM and select the CEO as recipient.
- Create a Transaction Saved Search filtered by Sales Orders, grouped by Name and Date. Schedule as a single event at 6:00 PM and select the CEO as the recipient.
- Customize a Sales by Customer report and select the CEO as the audience. Schedule as a single event at 6:00 PM.
Reveal Solution
Next Question