Saved Search to Show Sales Ordes Closed by a Specific User/Employee

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 and Select the name of the employee you want to filter the results by..

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

·         Date

·         Internal Id

·         Closed

·         Type

·         Item

·         Number

·         Name

·         Memo

·         Amount

·         System Notes fields... choose Set by from drop down

5. Enter a Search Title

6. Click Save & Run