To create the search, perform the steps below:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Opportunity.
3. In the Results tab, add the following:
- Field: Document Status
Summary Type: Group - Field: Formula(Numeric)
Summary Type: Sum
Formula: Decode (CASE WHEN (ROUND({today} - {datecreated})) <= 90 THEN '1' ELSE '0' END,1,1,0)
4. Enter a Search Title.
5. Click Save & Run.
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