Filter rows by criteria

I need the dataset reduced to only active customers who purchased services this quarter. Filter the transactions sheet to show rows where Status equals Active and Date is within April 1 to June 30, and exclude any rows where Amount is zero. Copy the filtered rows to a new sheet titled Active Q2 Sales and keep the original file intact.

Before I send the filtered Q2 list to the customer success lead, make it easy to confirm coverage: add a visible summary at the top of the new sheet with count of unique customers, total revenue, and number of zero-amount exclusions; highlight rows with missing contact email; and add a note explaining the filter criteria so the lead can rerun it if they need to adjust dates.

I filtered for Active status and a date range, then emailed the sheet; the sales rep says several customers are missing. It’s just me, the rep, and the CRM lead. I’m uncertain whether those customers were filtered out by the date criteria, mislabeled status, or accidentally deleted when I copied results. What checks should I run to determine which happened and the safest way to produce a corrected list without losing track of versions?

Every week I recreate filtered lists for ops, sales, and support from the same transaction export, and I keep losing time making minor tweaks and tracking versions. Where is the waste happening and what habit or lightweight structure should I introduce so stakeholders can get their own filtered views without emailing me each time? Propose one immediate change to the workbook and one team rule to reduce version sprawl.