1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.
2. Under the Criteria tab > Standard Subtab:
- Type is Credit Memo
- Status is Credit Memo:Open
- Main Line is True
3. Under Results tab > Columns subtab:
- Name > Summary Type = Group
- Document Number
- Add or Remove other fields as desired
4. Click Save & Run.
Note: This saved search will generate a list of customers. Upon clicking on a particular customer's name, a user can view a list of open credit memos and the total amount of the credit memo.