Thursday, June 20, 2019

Saved Search Displaying Number of Items Fulfilled During One Fiscal Year

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

2.  Under the Criteria tab > Standard subtab:

  • Type = is Item Fulfillment.
  • Shipping Line = is False.
  • Item Fields... > Type = is Inventory Item.
  • Date = is within last fiscal year.

3. On the Results tab > Columns subtab:

  • Sort by = Date > Descending = True.
  • Show Totals = True.
  • Add Item > Summary Type = Count.
  • Add Document Number > Summary Type = Group.
  • Add/Remove other fields as desired, make sure to add Summary Type as well

4. Go to Available Filters tab:

  • Date > Show in Filter Region = True.

5. Give the search a title and click Save & Run.

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