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How to have Transaction Saved Search Date Filter?

edited Feb 21, 2023 4:10PM in Ask A Guru 14 comments

Hi Everyone,

Hopefully this is simple! How do I get my saved search to filter the date range to the previous four quarters.

For example, if I run it today, I want Q1 - Q4 of 2022. If I run the report on 4/1/2023, I want Q2 - Q4 of 2022 + Q1 of 2023.

Thank you!

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