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Transaction Saved Search Shows Total Number of Bills Entered/Created Per Month

Scenario

This article outlines the steps on how to create a saved search showing the total number of bills entered per month.

Solution

Navigate to Lists > Search > Saved Searches > New
Click Transaction
Search Title: Enter Title
Click Criteria
Click Standard
Filter:

Select Type

Type: Select any of
Box Box on the right: Select Bill
Click Set

Select Main Line

Main Line: Select Yes
Click Set

Click Results

Click Columns

Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.

Select Date Created

Summary Type: Select Group
Function: Select Month

Select Internal ID

Summary Type: Select Count

Click Save & Run

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