Saved Search Displaying Future Collections Forecast by Total of Invoices Due

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.
2. Under the Criteria tab > Standard subtab:

• Type = is Invoice.
• Main Line = is True.

3. In the Results tab > Columns subtab:

• Set Sort By = Due Date/Receive By > Ensure Descending = True.
• Ensure Show Totals = True.
• Add Due Date/Receive By.
• Add/Remove other fields as desired.

4. In the Available Filters tab:

• Add Due Date/Receive By > Ensure Show in Footer = True.

5. Give the search a title and click Save & Run.