Search for Transactions, Events, Tasks and Phone Calls Created on Weekends

The customer needs a list of Transactions created beyond the business week. The list can be generated by following the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Choose Type = Transaction/Event/Phone Calls
3. In the Criteria tab, add a Formula (Numeric) field with the following formula:

CASE WHEN (TO_CHAR({trandate}, 'D') = 7) OR (TO_CHAR({trandate}, 'D') = 1) THEN 1 ELSE 0 END

Formula (Numeric) = equal
Value = 1  

4. Set any Results field as desired.
5. Click Save & Run.

Note: Additional filters such as criteria fields can be added to view specific transaction types.