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Saved search with sales orders and revenue arrangements

edited Jun 2, 2025 2:27PM in Search / Reporting 2 comments

I'm looking to create a saved search which will show me the sales orders (created from) related to revenue arrangements. Alternatively, starting from sales orders and showing the revenue arrangements which are associated with them. My end goal is to create a report/table of forecast revenue by month for each sales order. The Search could be used in conjunction with the report of Revenue Arrangements report for that effort.

I've started with a Transaction Search filtered for type = Sales Order. However, the revenue arrangements... fields did not bring in any values. Any suggestions on how I can bring this information together?

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