Friday, June 14, 2019

Saved Search to show all GL Accounts created within a particular period of time


To create a Saved Search showing all General Ledger Accounts created within a particular period of time, please perform the following steps:

1.Navigate to Lists > Search > Saved Searches > New
2.Select Account
3.Under the Criteria tab, click on the drop-down and select System Notes Fields...
4.In the pop-up select Date.
5.Enter the date range covered within the period.
6.Add another Filter. Select System Notes Fields...
7.In the pop-up select Type.
8.Select Create and click on Set.
9.Go to the Results tab.
10.Add a new field and select System Notes Fields...
11.In the pop-up select Date and click on Add.
12.Users also have the option to add or remove additional fields depending on the purpose of the Search.
13.Preview or Save the Search.

 

No comments:

Post a Comment