Here's the use case: We want to see all accounts who have placed orders within a given time frame, filtering to those accounts whose total orders are above a certain threshold. In our case we basically only sell one product, so we're looking to filter to those accounts with a total ordered quantity over a year. But this could easily apply, for instance, if we wanted to filter to those accounts with a total ordered amount ($) over a year.

Note that we want to filter on the TOTAL amount over all orders in the time frame. In other words, if we want to see accounts that ordered more than 5 units, we can't filter out orders of less than 5 units, because they might have placed 10 orders of 2 units each, which would in total be more than 5.

Because we are essentially importing mail-order records, we do not use the Invoices/Quotes/Deals/etc. ecosystem; we have a custom module that consists of just line items of account reference, order date, order quantity and order total. So unfortunately we can't use the pre-built sales-related reports and analytics.

So far I've been able to do two things:

1. Use a report to display accounts who placed orders within a time frame, with order quantities summed by account, displayed in alphabetical order by account name.

2. Use analytics to create a table chart that displays accounts sorted in descending order by the summed number of units ordered in a time frame.