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After Class follow up

edited Dec 3, 2019 4:08PM in Search / Reporting 6 comments

I attended the online advanced reporting class today.  However, since the class was not interactive, I have a few questions.  Maybe someone here can answer them?

#1- Is it possible to do a saved search with alert, when a specific field is modified in an entity record?  For example, send an alert to our accounting department, if anyone makes a change to a customers terms?

#2 Why is it that you can add criteria to a saved report in the colums, but you cannot filter by the criteria?  For example, you can add "current status" to an open PO report to display in Colums, but not filter by "fully billed"  one of the statuses possibly displayed?

~angela

Angela Bayliss

Jade Global - SW Florida

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