1) Navigate to Lists > Search > Saved Searches > New
2) Choose Transaction as Search Type
3) Under the Criteria tab > Standard subtab, add the following filter
Date = is (choose date range, ex. last fiscal year)
Type = is Expense Report
Main Line = is true (Yes)
4) Under the Criteria tab > Summary subtab, add
Count for Summary Type column
Number for Field column and on the pop up window: Number = is greater than; Value = 1
5) Under the Results tab > Columns subtab, click Remove All and add the following fields:
Name, Summary Type = Group
Number, Summary Type = Count, Custom Label = Number of Expense Reports filed
6) Provide a Search Title
7) Click Save & Run
Sunday, July 14, 2019
Create a Saved Search that will Show Number of Expense Reports filed by Employee
To create the search:
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