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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

Scheduled Saved Search > Criteria: Date = Yesterday > Exclude Weekend

Accepted Answer Closed ImeldaSanchez 51 views 3 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jan 21, 2022 11:59PMSearch / Reporting
Dashboard > Show Result of Saved Search and Sales Order Register

Accepted Answer Closed OliverK 21 views 7 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jan 21, 2022 8:48PMAsk A Guru
Issue with custom text area not showing on saved search

Accepted Answer Closed Dallas H 41 views 3 comments 0 reactions Most recent by Dallas H Jan 20, 2022 2:59PMAsk A Guru
Save search with calculating inventory aging formula question

Accepted Answer Angel Chang 1 view 3 comments 0 reactions Most recent by Ivy Lopez-Oracle Jan 19, 2022 6:48PMAsk A Guru
How do I omit bill credits from the Yearli saved search report for 1099s?

Open Tina_the_AP Guru 23 views 3 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jan 18, 2022 6:21PMAsk A Guru
What criteria is necessary to view the customers who have absolute pricing for a specific item?

Accepted Answer ImeldaSanchez 21 views 3 comments 0 reactions Most recent by ImeldaSanchez Jan 10, 2022 4:54PMAsk A Guru
Displaying result based on value in saved search

Open BM136 11 views 8 comments 0 reactions Most recent by BM136 Jan 9, 2022 9:03AMAsk A Guru
Transaction Saved Search> Item Receipt: Negative Quantity Results

Accepted Answer Tafara 356 views 7 comments 0 reactions Most recent by Ivy Lopez-Oracle Dec 28, 2021 12:10AMAsk A Guru
Saved search on Sales order and invoices that that have changed date or price between dates

Accepted Answer Pervaz R. Allauddin 94 views 3 comments 0 reactions Most recent by Pervaz R. Allauddin Dec 22, 2021 10:37PMAccounting / ERP
Saved Search > Field Not Blank > Display the Amount

Accepted Answer User_HPB3I 917 views 6 comments 0 reactions Most recent by Dominica Sevilla-Oracle Dec 22, 2021 5:17PMAsk A Guru
AE:Sticky Notes display on a Saved Search

Open User_RHKAB 52 views 2 comments 0 reactions Most recent by Dominica Sevilla-Oracle Dec 10, 2021 5:30PMAsk A Guru
Find saved search running behind menu item

Accepted Answer Closed Jeanine S. 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Dec 3, 2021 11:58PMAsk A Guru
AE:Transactions duplicating

Open Daniel V 11 views 4 comments 0 reactions Most recent by Shamaine Chan-Oracle Dec 2, 2021 9:03PMAsk A Guru
AE: Inline Editing is Disaled while Main Line and Type Added in Criteria

Accepted Answer BM136 91 views 2 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 30, 2021 7:48PMAccounting / ERP
Bank Transfers - Saved Search

Open Closed User_FZNHI 2 views 3 comments 0 reactions Most recent by Micah Timbol-Oracle Nov 29, 2021 5:47PMAccount Administration
AE: Is there any common flag to find transactions which is transcribed to GL?

Accepted Answer ONO4 11 views 6 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 26, 2021 3:10AMAsk A Guru
Filter Item Rate for certain items

Accepted Answer Closed OliverK 21 views 13 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 25, 2021 1:54PMAsk A Guru
Saved Search - Opportunity assigned to parent but I want to show children as well

Accepted Answer Closed Wendy_M 1 view 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Nov 23, 2021 11:26PMWeb Site / E-Commerce
Saved Searches Total Row

Accepted Answer Closed Harsha Kumara 1 view 3 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 18, 2021 8:36PMAsk A Guru
Problem using a formula in a transaction saved search

Accepted Answer Julien Mi Electronics 121 views 4 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 18, 2021 12:50AMGeneral
Revenue by Customer Saved Search

Accepted Answer Closed Daniel V 34 views 6 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Nov 12, 2021 4:02PMAsk A Guru
Is it possible to populate Class based on Items lookup in Sales Transactions saved search

Accepted Answer Closed Prtk 42 views 12 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 11, 2021 10:47PMAsk A Guru
Saved Search formula - difference between internal ID, numeric and custom field that is text value

Accepted Answer Closed User_FZNHI 1 view 2 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 11, 2021 4:50AMAsk A Guru
Creating a inventory sell through saved search /report

Open User_97LBC 11 views 4 comments 0 reactions Most recent by User_97LBC Nov 10, 2021 5:58PMAccounting / ERP
Gross Margin by State

Accepted Answer Daniel V 1 view 4 comments 0 reactions Most recent by Katerina Winklerova-Oracle Nov 10, 2021 2:21PMAsk A Guru
Convert String to date in saved search

Accepted Answer Closed Bee Yook 191 views 6 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 10, 2021 5:44AMAsk A Guru
Saved search to show quantity sold + quantity available at multiple locations within a date range

Accepted Answer Closed MSStoke 121 views 21 comments 0 reactions Most recent by MSStoke Nov 9, 2021 9:33AMAsk A Guru
Add 'CREATE PO' field to Saved Search

Accepted Answer Closed Daniel V 21 views 3 comments 0 reactions Most recent by Katerina Winklerova-Oracle Nov 4, 2021 4:14PMAsk A Guru
Bulk Saved Search Inactive/Delete

Accepted Answer Josh Harlow 53 views 3 comments 0 reactions Most recent by Josh Harlow Nov 3, 2021 9:45PMAsk A Guru
AE:'Case when' Item has Inventory Detail:Number

Accepted Answer Closed Daniel V 11 views 6 comments 0 reactions Most recent by Ivy Lopez-Oracle Nov 1, 2021 10:15PMSearch / Reporting

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