Friday, July 5, 2019

List of Transaction Saved Search using Account Type

1. Navigate to Reports> New Search> select Saved Search > then click on Create Saved Search button

2. On the Criteria tab> Standard sub tab add the following Filter and Description:

>> Filter | Description

>> Record Type | is any of Transaction

>> Formula (Text) | on the Field select Criteria field then on Formula (Text) select is then type in Account Type > click Set

3. On the Results tab > Columns sub tab  add in a Summary Type to below:

>> Field | Summary Type

>> Title | Group

4. Add a Search Title

5. Save and Run

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