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How to create a Transaction Search Opps detailing both won and invoiced, and open?

edited Jun 28, 2023 10:26PM in Ask A Guru 17 comments

Hello there, hope you're well, i'm trying to build a Forecast saved search (transaction) detailing all Opportunities over 100K both closed and open, but which exposes whether an invoice has been issued for those that have closed, i've tried using applying transaction type as Invoice but obviously discovered that this then discards all Open opps without a Sales order or invoice and i need them all to to be displayed. Appreciate that it's hard to link Opp and Transaction data but would be very grateful for advice if there's any way of getting round this, thanks for your help.

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