To create a saved search which replicate the Sales Order by Item Summary Report

To create a saved search which would replicate the Sales Order by Item Summary Report, users can perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Enter a Search Title.

3. In the Criteria tab > Standard sub tab, add the following filters:

    Type = any of Sales Order, Return Authorization

    Status = none of Sales Order:Cancelled, Sales Order:Pending Approval, Return     Authorization:Cancelled,Return Authorization:Pending Approval

    Main Line = False

    Tax Line = False

    Shipping Line = False

4. In the Results tab > Columns sub tab, set the following fields:

     Field | Summary Type

    Item Fields... = Type | Group

    Item | Group

    Item Fields...= Description | Group

    Quantity | Sum

    Amount | Sum

5. Under the Results tab, also set the following:

    Sort By = Item Fields : Type

    Then By = Item

    Show Totals = True (checked)

6. In the Available Filters tab, set the following

    Filter | Show in Footer

    Date | True (checked)

7. Preview/Save the search.