1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Choose Transaction as Saved Search Type.
3. Add the Following fields as Filters in the Criteria tab:
- Type > set to Estimate
- Main Line > set to True
- Applying Transaction Fields.. > Type > is none of > set to Cash Sales, Sales Order
4. Navigate to Results tab > Add desired Fields users want to show in the Results page.
5. Enter Search Title.
6. Click Save & Run.
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