Thursday, June 6, 2019

Saved Search to Show Sales Orders Closed by a User

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

2. Select Transaction link

3. Set the following under Criteria tab > Standard subtab:

         Type = Sales Order

         Closed is true

        System Notes Fields ... Choose Set By from Drop Down  and pick  the name of the user to be used as the filter for the results.

4. Under Results tab > Columns subtab, add following fields(choose other based on your preference:

  • Date
  • Closed
  • Type
  • Number || under Summary Type choose Group
  • Name
  • Memo
  • Amount
  • System Notes fields... choose Set by from drop down

  5. Enter a Search Title

   6. Click Save & Run

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