Scenario
User would like to have a list of all Estimate records with the status of Proposal and the Estimate records should be more than a month ago from its record creation date.
Solution
Create a Saved Search to pull out the list first.
1. Navigate via Lists > Search > Saved Search > New.
2. Click Transaction.
3. Enter your Search Title.
4. Under Criteria tab, add the following fields below:
-Type field = select Estimate (Quote).
-Main Line field = select Set
-Formula (Numeric) field = copy and paste the code to Formula box below:
ROUND(to_char({today}-{datecreated}))
Select Greater than or equal to then enter 30 (days) or 31 days
-Formula(Text) field = copy and paste the code to Formula box below:
{entitystatus}
then select Is on Formula(Text) field then enter Proposal.
Sample of Criteria setup below screenshot:
5. Under Results tab, click Remove All button. Only add necessary fields such as Internal ID, Date Created, Document Number, Name, and Formula (Text) with formula of {entitystatus}.
Note: You may also add the Formula (Numeric) with the same formula ROUND(to_char({today}-{datecreated})) to show the number of days on the results. This will also help you determine if the results are correctly set up.
Sample of Results setup below:
Saved Search result below:
Once reviewed, you may export this list as Excel. You may also visit this article: CSV Import > Estimate Status