To create the saved search, perform the following steps:
1. Navigate to List > Search > Saved Searches > New.
2. Select Transaction.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add the filters as needed, for example,
Type is Invoice
Main Line is true
5. On the Results tab > Columns subtab, set the following:
Field | Summary Type | Formula | Custom Label |
Name | | | |
Number | | | |
Date Created | |||
Formula (Text) | | CONCAT ((CASE WHEN TO_CHAR ({datecreated},'MM') in ('01','02','03') THEN 'Q1' WHEN TO_CHAR ({datecreated},'MM') in ('04','05','06') THEN 'Q2' WHEN TO_CHAR ({datecreated},'MM') in ('07','08','09') THEN 'Q3' WHEN TO_CHAR ({datecreated},'MM') in ('10','11','12') THEN 'Q4' END),-(TO_CHAR ({datecreated},'YYYY'))) | Quarter_Year |
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