To create a Saved Search that would list Sales Orders that use a specific Subscription Plan, please perform these steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the Search Type.
3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:
*Type = Sales Order
*Subscription Plan (Custom) = Set here the specific Subscription Plan Name.
Results tab > Columns sub tab:
Add fields needed to show as search columns including the following:
*Date
*Number
*Amount
*Subscription (Custom)
*Subscription Plan (Custom)
4. Save & Run.
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