Step 1: Validate Criteria and Results

• Navigate to Reports > Saved Searches > All Saved Searches, select the search, and click Edit.
• Verify the Criteria tab matches requirements (e.g., for a sales report: Type = Invoice, Status = Posted, Date = 05/01/2025 to 05/28/2025).
• Check the Results tab to ensure all required columns are included (e.g., Invoice Number, Customer, Amount).
• Run the search and confirm the output aligns with known test data (e.g., manually created invoices).

Step 2: Cross-Reference with Other Data Sources

• Compare results with a standard report (e.g., Sales by Customer) or a manual query.
• Manually calculate totals for key fields (e.g., sum of Amounts) and verify against the search results.
• Investigate discrepancies by reviewing criteria or data integrity.

Step 3: Test Scheduling and Automation

• In the Email tab, schedule the search (e.g., daily at 08:00 AM IST) and set recipients.
• Trigger the schedule manually or wait for the scheduled time.
• Verify the email is received with correct results in the attachment (e.g., CSV format).

Step 4: Test Performance with Large Data

• Run the search with a large dataset (e.g., all invoices from 01/01/2025 to 05/28/2025).
• Measure execution time; ensure it completes within acceptable limits (e.g., under 5 minutes).
• Optimize if needed (e.g., narrow date range, use summary types like SUM).

Step 5: Test Edge Cases and Exclusions

• Test with missing data (e.g., invoices with no customer) and confirm handling (e.g., displays “N/A”).
• Verify exclusions (e.g., voided invoices are not included).
• Test boundary conditions (e.g., invoices on 05/01/2025 and 05/28/2025 are included/excluded as expected).

Step 6: Test Highlighting and Formatting

• In the Highlighting tab, verify rules (e.g., Amount > INR50,000 highlighted in red).
• Run the search and confirm visual cues are applied correctly.
• Ensure column formats are correct (e.g., currency symbols, date formats).

Step 7: Test Access Controls

• In the Audience tab, verify access settings (e.g., restricted to Finance Team).
• Log in as a restricted user (e.g., Sales Rep) and confirm they cannot access the search.
• Check the Audit Trail to confirm execution details.

Step 8: Test Export Functionality

• Run the search and export results to CSV.
• Open the exported file and verify all columns and data match the on-screen results.
• Ensure no data truncation or formatting issues occur.