Sunday, July 14, 2019

Create a Saved Search that will Show Number of Expense Reports filed by Employee

To create the search:

1) Navigate to Lists > Search > Saved Searches > New

2) Choose Transaction as Search Type

3) Under the Criteria tab > Standard subtab, add the following filter
        Date = is (choose date range, ex. last fiscal year)
        Type = is Expense Report
        Main Line = is true (Yes)

4) Under the Criteria tab > Summary subtab, add 
        Count for Summary Type column
        Number for Field column and on the pop up window: Number =  is greater than; Value = 1

5) Under the Results tab > Columns subtab, click Remove All and add the following fields:
        Name, Summary Type = Group
        Number, Summary Type = Count, Custom Label = Number of Expense Reports filed

6) Provide a Search Title

7) Click Save & Run

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