Tuesday, May 7, 2019

Saved Search to Filter Transactions with a Specific Amount

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

2. Select Transaction in the list.

3. Rename the Search Title.

4. Under the Criteria tab, Standard subtab, add the following filters:
**Main Line is true
**Amount is (set the amount you want to filter)

5. Under the Results tab, Columns subtab, add the following fields:
Note: You can add more fields under the Results tab.

6. Click the Save & Run button.

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