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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 searches

How to view attachments of sent emails?

Accepted Answer Closed Paul L. Walker 37 views 3 comments 0 reactions Most recent by Paul L. Walker Feb 9, 2023 4:52PMAsk A Guru
How to add from/date fields in a Saved Search Portlet?

Accepted Answer Closed User_75YL8 63 views 3 comments 0 reactions Most recent by User_75YL8 Feb 9, 2023 1:52PMAsk A Guru
How to create a System Notes Saved Search for Auditing?

Accepted Answer Closed Glan 71 views 7 comments 0 reactions Most recent by Glan Feb 9, 2023 11:16AMSearch / Reporting
How to Create a Saved Search That Will Display All the Fields in a Form?

Accepted Answer Closed Benjamin Paul - USA 51 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle Feb 8, 2023 10:22AMAsk A Guru
How to hide Internal IDs in Excel exported from a Saved Search?

Accepted Answer Benjamin Paul - USA 312 views 5 comments 0 reactions Most recent by Benjamin Paul - USA Feb 7, 2023 1:56PMAsk A Guru
How to set up Inline Edit in Saved search (Summary Type = Group)? Workaround?

Open Closed Dirk Nieuwkamp 41 views 6 comments 0 reactions Most recent by Katerina Winklerova-Oracle Feb 6, 2023 5:18AMAsk A Guru
How to create Sales Order Transactions Search with Invoice and Projects?

Accepted Answer User_HPB3I 51 views 9 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Feb 3, 2023 11:23PMSearch / Reporting
How to create Order Reports by Categories Total and display Categories full hierarchy?

Open Closed User_D5B9W 31 views 5 comments 0 reactions Most recent by Elychelle Gulen-Oracle Feb 2, 2023 8:00PMAsk A Guru
How to create a Sales Order Saved Search excluding Gift Certificate Item?

Accepted Answer Closed Tim_1701 61 views 6 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 31, 2023 9:53PMAsk A Guru
How to remove duplicate lines on a Customer Saved Search for Customers with multiple Address?

Accepted Answer Closed Dirk Nieuwkamp 155 views 9 comments 0 reactions Most recent by Dirk Nieuwkamp Jan 31, 2023 4:08PMAsk A Guru
How to create a search or report to show amount recognized by line?

Open Patrick Olson 31 views 4 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 30, 2023 10:13PMAsk A Guru
How to create Case When Statements on Transaction Saved Search?

Open dnevis 11 views 3 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 30, 2023 7:07PMAsk A Guru
How to add Transaction Unit of Measure in Saved Search?

Open Closed User_EVVPG 171 views 5 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 30, 2023 7:06PMAsk A Guru
How to create saved search for system notes of field with most recent change only?

Accepted Answer Closed OliverK 470 views 4 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 27, 2023 11:03PMAsk A Guru
How to add Discount Item to Saved Search Result?

Open User_7IIIB 412 views 4 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jan 27, 2023 7:49PMAsk A Guru
What is the effect of User Time Zone on Saved searches?

Accepted Answer Closed nag_m 41 views 2 comments 0 reactions Most recent by Ivy Lopez-Oracle Jan 26, 2023 9:17PMAsk A Guru
How to setup SUM of Quantities on Item Search?

Accepted Answer Closed OliverK 73 views 4 comments 0 reactions Most recent by OliverK Jan 25, 2023 11:17PMAsk A Guru
How to create a Saved Search/Report for Item Return Rate sorted by Customer?

Accepted Answer User_LWL3U 11 views 2 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 25, 2023 9:01PMSearch / Reporting
How to Compare two fields on Saved Search

Accepted Answer Imzy_code 704 views 5 comments 0 reactions Most recent by Imzy_code Jan 25, 2023 8:59PMSearch / Reporting
How to create a Saved Search for Sales Orders with all Line Items Committed and Pending Fulfillment?

Open JoshPNW 43 views 4 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 25, 2023 8:12PMAsk A Guru
Why is the Inventory Saved Search doesn't match with Item Inventory Detail?

Accepted Answer brocha 36 views 4 comments 0 reactions Most recent by brocha Jan 25, 2023 7:08PMAsk A Guru
How to display the total number of items in SalesOrder in a saved search?

Accepted Answer Closed Benjamin Paul - USA 163 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jan 25, 2023 2:28PMAsk A Guru
How to allow inline edit in Employee Record > Human Resources > Rates field in a Search?

Accepted Answer esabis 41 views 9 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 23, 2023 10:32PMAsk A Guru
How to Enable Inline Edit Checkbox for Formula Fields

Open Closed OliverK 81 views 3 comments 0 reactions Most recent by OliverK Jan 23, 2023 10:31PMAsk A Guru
How to create Saved Search of Open Purchase Orders?

Open tech work 353 views 5 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jan 19, 2023 5:31PMAsk A Guru
How to set up Split Commissions?

Accepted Answer Paul L. Walker 62 views 8 comments 0 reactions Most recent by Paul L. Walker Jan 18, 2023 2:10PMSuiteCloud / Customization
How to resolve Formula in Saved Search not calculating as expected?

Accepted Answer Closed phbryan 41 views 4 comments 0 reactions Most recent by phbryan Jan 17, 2023 5:06PMAsk A Guru
How to retrieve Approval Details information on the Expense Report with a saved search?

Accepted Answer Benjamin Paul - USA 21 views 8 comments 0 reactions Most recent by Benjamin Paul - USA Jan 15, 2023 7:37AMAsk A Guru
Why is the Show in Filter Region option disabled for a new Checkbox Custom Transaction Line Field?

Accepted Answer Closed SanjeevV 389 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Jan 14, 2023 1:18AMAsk A Guru
How to calculate Average Conso Exchange rate for the month based on transaction rates used?

Accepted Answer Imzy_code 21 views 3 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 13, 2023 11:02PMAsk A Guru

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