Friday, May 24, 2019

Saved Search that Allows the User to Dynamically Filter Data Based on the Designated Name in the Transaction Records

Navigate to Reports  > Saved Searches > All Saved Searches > New

1. Select Transaction.

2. Set the desired criteria under the Criteria tab to filter the desired search results and select the fields to display under the Results tab.


3. Navigate to the Available Filters tab and add the field: Name/Id then mark the checkbox field under the Show In Filter Region column next to the filter added.


4. Click Save & Run button


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