Saturday, April 27, 2019

Create a search that shows transactions that have been created in a certain period but modified in another period

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the type.
3. Under the Criteria tab and Standard sub-tab add a filter called Type and in the pop up window select the type of transactions you want to pull.
4. Add another filter called Date and set it to Within and select the period in which the transactions have been created.
5. Add another filter called System Notes Fields...and in the pop up select Date for the System Notes Filter field and on the next pop up select Not Within' for the Date Field, and select the same range in step 4.
6. Save the search.

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