Display Customers Without Sales Transactions from a Specific Date

Perform the following steps to create a Customer Saved Search that displays customers which have no sale transaction starting from a specific date.

For example: Date is May 23, 2019

1. Navigate to Lists> Search> Saved Searches> New> Customer.
2. Under Criteria tab > Summary subtab, enter the following:
   --Sum | Formula ( Numeric) | is 0 | Formula: Case When {transaction.trandate} <= TO_DATE('05/01/2018', 'MM/DD/YYYY') then 0 else 1 end
   3. Under Results tab> Columns subtab, add the following fields:
   --Name | Group
   --Formula Date| Formula: TO_DATE('05/01/2018', 'MM/DD/YYYY')
   --Formula (Numeric) | Sum | Formula: Case When {transaction.trandate} <= TO_DATE('05/01/2018', '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. Click Save & Run.