Replicate Income statement in Saved Search

Scenario

Replicate Income statement in Saved search

Solution

1. Go to Lists > Search > Saved Searches > New
2. Select Transaction
3. Click Criteria tab
4. Filter: Add the following:
   • Posting
   • Mark Yes
   • Click Set
   • Account Type
   • Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income
   • Click Set
5. Filter: Add Accounting Periods Fields… 
   • Select Start Date
   • Start Date: Select Within
   • From: Set the Start Date of the Accounting Period
   • To: Set the Last Date of the Accounting Period
   • Click Set 
6. Click Results tab
7. Click Remove All
8. Columns:
   • Field: Select Account
   • Summary Type: Select Group
   • Field: Select Amount
   • Summary Type: Select Sum
9. Click Available Filters tab
10. Filter: Accounting Periods Fields…
    • Select Start Date
    • Mark Show In Filter Region checkbox
11. Search Title: Enter Name for the Search
12. Click Save & Run