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 | |||
Status | |||
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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