To create a Saved Search that would list Old and New Primary Sales Reps on selected Sales Orders, please perform these steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the Search Type.
3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:
*Type = Sales Order
*Main Line = T (Yes)
*System Notes : Field = Sales Rep
*System Notes : New Value = not empty
*System Notes : Old Value = not empty
*Date = Set this to a specific date range, if needed
Results tab > Columns sub tab:
Add fields needed to show as search columns including the following:
*System Notes : Date
*System Notes : Old Value
*System Notes : New Value
4. Save & Run.