Saved Search to Capture the Same Value as the Web Revenue KPI

To create a saved search which mirrors the Web Revenue KPI, users can perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New

 

2. Click Transaction.

3. Enter a Search Title.

4. In the Criteria tab > Standard subtab, add the following filters:

%u2022 Account Type = Income, Expense, Other Income, Other Expense
%u2022 Source =  any of Web
%u2022 Posting = T
%u2022 Shipping Line = F

5. In the Results tab > Columns subtab, add or remove fields depending on what information you would like to see in the report:

        Field | Summary Type

• Amount | Sum

6. In the Available Filters tab, set the following:

Filter = Date; Show in Footer = T

7. Click Preview or Save the search.