1. Navigate to Reports> New Search> select Saved Search > then click on Create Saved Search button
2. On the Criteria tab> Standard sub tab add the following Filter and Description:
>> Filter | Description
>> Record Type | is any of Transaction
>> Formula (Text) | on the Field select Criteria field then on Formula (Text) select is then type in Account Type > click Set
3. On the Results tab > Columns sub tab add in a Summary Type to below:
>> Field | Summary Type
>> Title | Group
4. Add a Search Title
5. Save and Run
No comments:
Post a Comment