Saved Search Showing Transactions with Transaction Date Different from Actual Date Created
Published on
August 8, 2023 at 12:22:31 AM PDT August 8, 2023 at 12:22:31 AM PDTth, August 8, 2023 at 12:22:31 AM PDT
Scenario
User would like determine which transactions were backdated and future dated for audit purposes.Create a Saved Search below to know which transactions were dated different from Actual Date Created.
Solution
- Navigate toLists>Search>Saved Searches>New
- ClickTransaction
- Search Title:EnterTitle
- ClickCriteriatab
- ClickStandardsubtab
- Filter:
- SelectFormula (Numeric)
- Formula:Enter ({datecreated})-{trandate}
- Formula (Numeric):Selectnot equal to
- Value:Enter0
- ClickSet
- SelectMain Line
- SelectYes
- ClickSet
- ClickResultstab
- ClickColumnssubtab
- ClickRemove allbutton
- Field:
Note:For every required field use the drop-down menu to select it and once adjusted click Add if needed. Add more fields as needed.- SelectDate
- SelectDate Created
- ClickSave & Run