1. Navigate to List > Search > Saved Searches > New.
2. Select Opportunity.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set the following:
Filter | Description |
Document Status | is Closed - Lost |
System Notes Fields: Field | is Entity Status |
5. In the Results tab > Columns subtab, set the following:
Field | Summary Type |
Document Number | Group |
Opportunity Status | Group |
Document Status | Maximum |
System Notes: Old Value | Maximum |
6. Click Save & Run.
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