Sunday, June 9, 2019

Saved Search to List Sales Orders on a specific Subscription Plan

To create a Saved Search that would list Sales Orders that use a specific Subscription Plan, please perform these steps:

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

2. Select Transaction as the Search Type.

3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:

*Type = Sales Order

*Subscription Plan (Custom) = Set here the specific Subscription Plan Name.

Results tab > Columns sub tab:

Add fields needed to show as search columns including the following:




*Subscription (Custom)

*Subscription Plan (Custom)

4. Save & Run.

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