Monday, April 8, 2019

Saved Search to Exclude Transactions with Only One Message

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

2.      Rename Search Title.

3.      On the Criteria tab:


Standard sub tab add the following Filter and Description:


Type | is any of  (e.g. Purchase Order, Invoice)

Main line | set to Yes


            Summary sub tab add the following:


            Summary Type = Count

            Field = Messages fields... then select Internal ID

            Description = is greater than; Value = 1


4.      On the Results tab > add the fields users need on the report but must at least have the following Fields and Summary Type:


Name = Group

Number = Group

Messages fields... then select Internal ID = Count


5.      Save & Run


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