Saved Search Displaying Sales Orders by Specific Vendor

A user may want to extract a report of the total amount of sales orders placed with a particular vendor's items. Essentially, a list of how much sales activity is a particular vendor is generating within a specified period of time.

1. Navigate to Lists > Search > Saved Searches > New > Selected Transaction:

2.  Under the Criteria tab > Standard subtab:

• Type = is Sales Order
• Item Fields... > Vendor > Select desired vendor.
• Date > Select desired date range.

3. In the Results tab > Columns subtab:

• Number > Summary type Group
• Amount > Summary type Sum
• Add/Remove fields as desired.

4. Go to Available Filters:

• Add Date > Ensure Show in Filter Region is checked on as true.

5. Click Save & Run to view results.