To create a saved search which will show approver name and approval date of sales orders, users can perform the following steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Transaction.
3. Enter a Search Title.
4. In the Criteria tab > Standard subtab, add the following filters:
-Type is Sales Order
-System Notes Fields...Type is Change
-System Notes Fields...Old Value is Pending Approval
-System Notes Fields...Date is within <set date range>
-Main Line is True (Yes)
5. In the Results tab > Columns subtab, add/remove fields depending on the information you would like to see in the report. You may want to include the following:
-System Notes Fields...Set by
-System Notes Fields...Date
6. Click Preview or Save & Run the search.