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SAVED SEARCH: PAID OPPORTUNITIES (DATE)

edited Jun 2, 2025 2:29PM in Ask A Guru 7 comments

Hi!

Previously I had made a publication with the same search that I am publishing right now, but the detail that I have now is in relation to the dates.

Currently, a transaction-type saved search is being carried out that shows the name of the opportunity, the total of the opportunity, the total invoiced and the total collected.

This search considers the following criteria:

- Type: Sales invoice (Select this type since it was easier for me to obtain the amount paid and thus be able to calculate the column of total collected)

- Main line: true

- Opportunity: it is not none (I put it this way so that I could contemplate those invoices that had an opportunity related to them)

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