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Date Filters in Transaction Saved Searches
I have built a transaction saved search which I use as a customize view in my customer sublists. I want to filter this transaction search by date however I do not want to see transactions on a date - I want to see the sum of all transactions on or before a date.
I know I can do this by setting the criteria in a saved search, but this makes the date criteria fixed. I want it to be variable so if a customer asks me their transaction balance as of "let's say yesterday", I can just enter a date or pull down from a menu. I thought this was what available filters was for.
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