Wednesday, May 15, 2019

Saved Search to Show Sales Order that have a Status of Closed on the Main Line

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction
3. Set the following under Criteria tab > Standard subtab:

     •         Type = Sales Order
Status = Sales Order: Closed
         Main Line = True
        Date : on or After (choose a Start date to show the results)

4. Under Results Tab > Columns Subtab, add following fields(choose other based on your preference:

5. Enter a Search Title.
6. Click Save and Run.


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