User may want to see a list of all Credit Memos that have been applied last month. This list can be generated through a Saved Search with the following steps:
- Navigate to Reports > New Search.
- From the list, select Transactions.
- Under the Criteria tab, add the following filters:
- System Notes Field... > New Value > is Fully Applied.
- System Notes Field... > Date > is last month.
- Type > Credit Memo.
- Navigate to Results tab.
- Add a field for Status.
- Click Submit.