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Links to advance Saved Searches

edited Jun 2, 2025 2:26PM in Search / Reporting 2 comments

I am having trouble finding links to a number of issues in Advanced Saved Searches and was wondering there was a document that has it in summary. Issues mostly with Master and Transaction level searches like :

  • Not able to find Master level fields in criteria though they are on the form or standard report.
  • Too many records or too few (zero).
  • Master level fields not displaying with transactions and mainline records disappearing.

Short of paying for training, is there a manual section or documents with shortcut links to these issues, which I am sure a lot of other people would be having.

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