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Social Impact Workshop: Customize Financial Reports and Saved Searches for Nonprofits
Social Impact Workshop: Customize Financial Reports and Saved Searches for NonprofitsThursday, November 6, 2025 2:00 p.m.–3:00 p.m. CST Follow Up Session: Thursday, November 13, 2025 2:00 p.m.–3:00 p.m. CST Understand how to manage and customize financial reports and saved searches This interactive workshop for nonprofits…

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saved search

Add total count of search results in printing report?

Accepted Answer Closed FoxFoxFox 71 views 17 comments 0 reactions Most recent by Dominica Sevilla-Oracle Nov 8, 2021 9:35PMSearch / Reporting
Any way to export a Saved Search for use in a different instance?

Open JRose85 41 views 11 comments 0 reactions Most recent by 3ric Nov 1, 2021 5:30PMAsk A Guru
Remove a column from Printed Saved Search

Open Closed FoxFoxFox 11 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Oct 28, 2021 8:13PMAsk A Guru
Cost of goods sold by Sales Orders/Invoice

Accepted Answer Closed Blue Skies 21 views 9 comments 0 reactions Most recent by Dominica Sevilla-Oracle Oct 14, 2021 5:02PMAsk A Guru
How to get a scrap Percentage of sales report/search.

Accepted Answer Suitestallion 21 views 4 comments 0 reactions Most recent by Joy Noreen Magoling-Oracle Oct 14, 2021 3:31PMSearch / Reporting
AE:Display Work Order Quantity & Unit in Sales Order Saved Search

Open Closed Dirk Nieuwkamp 21 views 5 comments 0 reactions Most recent by Ivy Lopez-Oracle Oct 12, 2021 12:24AMAsk A Guru
What text formula would I use to be able to pull specific information from a text field?

Accepted Answer Closed User_6YI1X 21 views 7 comments 0 reactions Most recent by Ivy Lopez-Oracle Oct 6, 2021 9:02PMAsk A Guru
Amount (debit) minus Amount (credit) issues

Accepted Answer Closed timblun 11 views 5 comments 0 reactions Most recent by Micah Timbol-Oracle Oct 4, 2021 9:46AMAsk A Guru
Amount (debit) minus Amount (credit) issues

Question Closed timblun 111 views 0 comments 1 reaction Started by timblun Sep 27, 2021 8:59PM Ask A Guru
Item Custom search on dashboard

Accepted Answer Closed A_123 11 views 5 comments 0 reactions Most recent by A_123 Sep 27, 2021 6:32PMAsk A Guru
Invoice CSV.

Accepted Answer Closed Andrii Siryi 11 views 3 comments 0 reactions Most recent by Shamaine Chan-Oracle Sep 23, 2021 2:05AMAsk A Guru
Gross margin % custom KPI meter

Accepted Answer Daniel V 50 views 17 comments 0 reactions Most recent by Micah Timbol-Oracle Sep 23, 2021 12:38AMAsk A Guru
Value of a work order?

Accepted Answer Closed Johnny Cash 31 views 7 comments 0 reactions Most recent by Ivy Lopez-Oracle Sep 8, 2021 3:31PMAsk A Guru
Invoice items with no associated Purchase Order

Accepted Answer Closed Daniel V 11 views 2 comments 0 reactions Most recent by Dominica Sevilla-Oracle Sep 6, 2021 1:12PMAccounting / ERP
custom field for customer/contact driven by last sales date

Accepted Answer liams 11 views 6 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Aug 30, 2021 4:22PMAsk A Guru
Saved Search Customer Label HTML Formatting

Accepted Answer Closed Peter_Shun_Li_22 12 views 3 comments 0 reactions Most recent by jsouthworth Aug 29, 2021 1:51AMAsk A Guru
Calculate the sum of quantities for the prior 3 months

Accepted Answer Closed liams 21 views 6 comments 0 reactions Most recent by liams Aug 25, 2021 3:02AMAsk A Guru
Pricing Search with Custom Pricing & Other Item Price Level

Open Closed ksage 41 views 4 comments 0 reactions Most recent by Ivy Lopez-Oracle Aug 6, 2021 12:14AMAsk A Guru
calculated measure in saved search

Open m_r_jha 41 views 9 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jul 16, 2021 10:31PMAsk A Guru
Is an employee approaching 65 years old and signing up for Medicare

Accepted Answer Closed esabis 31 views 9 comments 0 reactions Most recent by Shamaine Chan-Oracle Jul 13, 2021 7:01PMAsk A Guru
Customer Search - Item Pricing - Unit of Measure Issues

Accepted Answer PaulFleetwood 71 views 14 comments 0 reactions Most recent by Ivy Lopez-Oracle Jul 8, 2021 10:33AMAsk A Guru
Email notification sending only one line item for saved search transaction containing multiple lines

Accepted Answer Closed Karanjot Singh 22 views 4 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jul 7, 2021 6:53PMSearch / Reporting
Restrict View by Subsidiary - transaction data problem

Open Georgiev Nikolay 31 views 8 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jul 7, 2021 3:51PMAsk A Guru
Saved Search That Displays Line Items on Sales Orders Where Price level is "Custom"

Open Closed Karanjot Singh 35 views 8 comments 0 reactions Most recent by Shamaine Chan-Oracle Jul 7, 2021 1:38AMAsk A Guru
How to display the data of Taxable field of transaction in the saved search

Open Closed dle_35705 11 views 1 comment 0 reactions Most recent by Ivy Lopez-Oracle Jul 6, 2021 7:33PMAsk A Guru
Search to find Voided Credit Card Authorizations

Open Martha Hakes 31 views 7 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 29, 2021 2:50PMAsk A Guru
Possible to display results from two Case When statements in the same column in saved search?

Accepted Answer Closed LissaM 14 views 6 comments 0 reactions Most recent by Ivy Lopez-Oracle Jun 23, 2021 8:01PMSearch / Reporting
Event Reoccurrences

Accepted Answer Closed Mark_BRIT 11 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 16, 2021 11:05PMSearch / Reporting
Bill of Material

Open MurrysLF 21 views 4 comments 0 reactions Most recent by MurrysLF Jun 4, 2021 10:46AMSearch / Reporting
Request for quote comparison

Open Closed Athman 35 views 6 comments 0 reactions Most recent by Joy Noreen Magoling-Oracle Jun 2, 2021 3:31PMSearch / Reporting

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