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I don't believe you can do this using a simple saved search, because each "appliedtotransaction" can only be drilled down once. You can accomplish this by using script with a suitelet or perhaps pivot reports george.panaritis, A script will probably work to pull this data, I was trying to avoid that route if possible. We…
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Hi, If you are creating transactions in the order of Opportunity > Estimate > Sales Order > Invoice then you can try the following search to concatenate the values of Opportunity number, Estimate number, Sales Order Number, Invoice number into one column. Transaction > Management > Saved Search New --Click on Transaction…
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I came to the forum to ask this exact question...is this possible?
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If you are listed on as the person to be emailed, you can use the save and email function and it will email you the results right away. I have used this a few times to test scheduled searchs. Wow that was pretty much staring me in the face. Thanks.:h_a_w:
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Darn, that's what I suspected but wanted to make sure from some experts. Thanks for the feedback.