Monday, December 24, 2018

Search for Number of Quotes Newly Created in the Last 7 days and Open Quotes for More than a Year

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

2. On the Criteria tab> Standard subtab > select Type >  then Estimate.

3. Navigate to Results tab > Columns subtab and select the following:

Field Summary Type Formula Custom Label
Sales Rep Group    
Document Number      
Formula (Numeric) Count To_number(case when trunc({today})-To_Date{datecreated} between 0 and 7 then {internalid} end) Number of quotes newly created in the last 7 days
Formula (Numeric) Count Decode({Status},'Open',decode(case when trunc({today})-To_Date{trandate} > 365 then {number} else '' end,{number},{number},'')) Open Quotes for More than a Year

4. Enter Search Title.

5. Click  Save & Run button.

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