The quick answer
Group the search by customer on the Results tab, then go to Criteria > Summary and add a row: Summary Type Sum, Field Amount (Transaction Total), condition greater than or equal to your threshold. A summary criterion tests each customer's total after grouping, so a customer with two smaller sales that add up past the threshold stays, and customers below it drop out.
Summary types on the Results tab group the sales by customer and total them, but they don't remove anyone. A sales manager asking for "everyone who bought at least 2,500 this year" still has to scroll past the small accounts. A standard criterion such as Amount (Transaction Total) is greater than or equal to 2,500 doesn't help either. With Main Line set, it tests each invoice on its own. The summary criterion is the piece that filters the totals.
This walkthrough builds the search from scratch, runs it three times so you can see what each change does, and ends with four key accounts. The company, people and customers are fictional example data.
Before you start
You need permission to create and run Transaction saved searches. The example search, Key Customer Accounts, uses cash sales and invoices dated this year and a threshold of 2,500.00. Two things to decide for your own version:
- Which amount. Amount (Transaction Total) reports each transaction's total. Whether that includes tax, shipping and discounts depends on your transactions, so check one invoice that has them.
- Which transactions. Invoices and cash sales give sales totals before credits. Credit memos, refunds and returns don't reduce them, so this isn't net sales, recognized revenue or an A/R balance.
- Which currency. A 2,500 threshold only means something in one currency. In multi-currency or OneWorld accounts, limit the search to one currency or subsidiary, or check which currency the summed amount is in.
- Sales without a customer. If some cash sales have no customer, they group under - None -. Add Name is not empty to the criteria if you don't want that row.
01. Start a Transaction saved search
Go to Reports > Saved Searches > All Saved Searches > New and click Transaction. Some roles get there through Lists > Search > Saved Searches > New instead. Type Key Customer Accounts in Search Title and _key_customer_accounts in ID; NetSuite saves the ID as customsearch_key_customer_accounts. Check Public so other users can run it. To limit it to particular roles or people, use the Audience tab instead. Either way, people only see transactions their own role can see.
02. Pick this year's invoices and cash sales
Standard criteria decide which transaction rows the search starts with. On Criteria > Standard:
- Choose Type in Filter. The popup shows any of. Click the chooser button beside the values box, search for cash and click Cash Sale, then search for invoice and click Invoice. Click Done, then Set.
- Choose Main Line, select Yes and click Set. Main Line keeps one row per transaction instead of its item, tax and shipping lines, so each sale is counted and summed once. Joins to other records can still repeat rows, so leave joined fields out of this search.
- Choose Date. With the operator within, type this year in the selector box and pick this year. From and To fill with January 1 and December 31 of the current year. Click Set.
The three rows read is any of Cash Sale, Invoice, is true and is within this year. Here, this year is the calendar year of the transaction date. If your threshold is per fiscal year, use a fiscal-year selector or explicit dates instead.
03. Run it as a plain list first
On Results, click Remove all, then add Name, Document Number, Amount (Transaction Total) and Date without a Summary Type. Click Save & Run.
Key Customer Accounts: Results shows Total: 11. Nothing has a Summary Type yet, so it's one row per sale. Customers repeat. Ospreyline Cycles, for example, has INV4512 for 1,180.00 and CS1207 for 1,640.00. Neither sale reaches 2,500.00, but together they do. Keep that customer in mind.
04. Group the sales by customer
Click Edit this Search and open Results. Set the summary types:
- Name: Summary Type Group.
- Document Number: Count, with Summary Label # of Transactions.
- Amount (Transaction Total): Sum, with Summary Label Total Sales.
- Date: leave the Summary Type blank for now.
Click Save & Run. The search now returns Total: 6, six customer groups, and a Total row of 11 transactions and 25,441.75. In this walkthrough the Total row appears with Show Totals unchecked; if yours doesn't show one, check Show Totals on Results. Wren & Hollow Market (1,555.50) and Halyard Rentals (2,180.00) are below the threshold and still listed. Grouping adds the sales up but removes nobody. Date isn't shown, because a column without a Summary Type is hidden in a summary search.
05. Add the summary criterion
Click Edit this Search. On Criteria, click the Summary subtab next to Standard. Set Summary Type to Sum and Field to Amount (Transaction Total). In the popup, choose greater than or equal to, enter 2500 and click Set, then click Add. The row reads Sum, Amount (Transaction Total), is greater than or equal to 2500.00; NetSuite prints a currency threshold with two decimals and no thousands separator.
Use the same amount field here as in the Total Sales column, so the list shows the number it was filtered on. The field doesn't have to be a Results column, but matching them avoids filtering on one measure while showing another.
06. Add the last transaction date
Open Results and give Date the Summary Type Maximum with Summary Label Last Transaction Date. Maximum returns the latest date among each customer's rows that passed the standard criteria, so it's the most recent invoice or cash sale this year, not the customer's last activity of any kind.
07. Run it and compare
Click Save & Run. The search returns Total: 4:
- Marsh Point Trading: 3 transactions, 12,426.25, last 09/22/2026
- Juniper Basin Supply: 2, 2,500.00, last 08/26/2026
- Ospreyline Cycles: 2, 2,820.00, last 07/08/2026
- Copperfield Outfitters: 1, 3,960.00, last 05/21/2026
The Total row reads 8 and 21,706.25. Wren & Hollow Market and Halyard Rentals are gone, and the Total row no longer includes their 3,735.50. Ospreyline Cycles stays because its two sales add up to 2,820.00. Juniper Basin Supply stays at exactly 2,500.00 because the operator is greater than or equal to; with greater than it would drop out.
Grouped customer names are usually links. Clicking one shows the invoices and cash sales behind that total.
Common questions
What's the difference between a standard criterion and a summary criterion?
A standard criterion filters individual transaction rows before NetSuite groups or totals them. A summary criterion filters the grouped rows afterwards, so Sum of Amount (Transaction Total) greater than or equal to 2,500 checks each customer's combined sales.
Why did the grouped results still show customers below 2,500?
Grouping by Name puts each customer's sales on one row and totals them. It doesn't set a minimum. In the example, the customers at 1,555.50 and 2,180.00 only dropped out once the summary criterion was added.
Why did the customer at exactly 2,500.00 stay?
The operator is greater than or equal to, so 2,500.00 qualifies. Use greater than if a customer has to go over the threshold.
Does the Total row include customers the summary criterion removed?
No. It adds up the customer rows that are left. In the example it covers the four remaining customers, 8 transactions and 21,706.25, not the six from the earlier run.
How do I list customers below the threshold instead?
Keep everything else and change the summary criterion to Sum of Amount (Transaction Total) less than 2,500. You get the customers whose invoices and cash sales this year add up to less than that.
Do credit memos reduce the totals?
No. The Type criterion only includes Cash Sale and Invoice, so these are totals before credits. If you need net sales, include credit memos and refunds deliberately and check that they reduce the totals the way you expect.