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Jcurve Support Articles / Business Intelligence

Saved Search Showing Transactions with Transaction Date Different from Actual Date Created

Written by
Joyce Anne Simpao
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

  1. Navigate toLists>Search>Saved Searches>New
  2. ClickTransaction
  3. Search Title:EnterTitle
  4. ClickCriteriatab
  5. ClickStandardsubtab
  6. Filter:
    • SelectFormula (Numeric)
    1. Formula:Enter ({datecreated})-{trandate}
    2. Formula (Numeric):Selectnot equal to
    3. Value:Enter0
    4. ClickSet
    • SelectMain Line
    1. SelectYes
    2. ClickSet
  7. ClickResultstab
  8. ClickColumnssubtab
  9. ClickRemove allbutton
  10. 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
  11. ClickSave & Run
#audit
#Transaction date
#Saved Search
#date created
Jcurve Support Articles / Business Intelligence
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