1. Using an Administrator role, navigate to Lists > Search > Saved Searches > New.
2. On the list, click Transactions link.
3. Set the following configurations under:
- Criteria tab > Standard sub-tab:
Account = Inventory Received Not Billed
- Criteria tab > Summary sub-tab:
Summary Type = Sum
Field = Amount
Description = is not 0.00 (Amount = not equal to; Value = 0.00)
- Results tab:
Sort By = Created From
Check the Show Totals check box
Add Created From field and set Summary Type = Group
On the Amount field, set Summary Type = Sum
Users can add or remove other fields from the list as long as the Created From and Amount fields are kept
- Available Filters tab:
Select Date field > Show in Footer = Yes
4. Change the Search Title.
5. Click Save & Run.