Scenario

Create a Saved Search version of Sales by Customer Report. The purpose of this will be to bypass certain customization limitations experienced in reports. Saved Search will allow for greater customization flexibility to best fit the user's business needs.

Solution

1. Navigate toLists>Searches>Saved Search >New

2. ClickTransactions

3. Search Title:Enter Title
   Example:Sales By Customer Saved Search
   

4. Navigate toCriteriatab

5. ClickStandardsubtab

   • SelectType

     • Type:Selectany of

     • SelectSales Order, Return Authorization

     • ClickSet

   • SelectMain Line

     • CheckNo

     • ClickSet

   • SelectTax Line

     • CheckNo

     • ClickSet

   • SelectShipping Line

     • CheckNo

     • ClickSet

   • SelectCOGS Line

     • CheckNo

     • ClickSet

   • SelectAccount Fields.....

     • SelectType

       • Type:Selectany of

       • SelectIncome

6. Navigate toResultsTab
   Note:Add Fields based on User's Preference

7. ClickSave & Run