Saved Search to Show Sales Orders Closed by a User

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction link

3. Set the following under Criteria tab > Standard subtab:

•         Type = Sales Order

•         Closed is true

•        System Notes Fields ... Choose Set By from Drop Down  and pick  the name of the user to be used as the filter for the results.

4. Under Results tab > Columns subtab, add following fields(choose other based on your preference:

• Date
• Closed
• Type
• Number || under Summary Type choose Group
• Name
• Memo
• Amount
• System Notes fields... choose Set by from drop down

  5. Enter a Search Title

   6. Click Save & Run