SCENARIO

Client requires to geta report on transaction under finance check( a workflow state)

SOLUTION

Create a saved transaction type search

• Date Created is on or after 15/2/2024 12:00 am 
• Main Line is true 
• Status is any of select status transaction pending approval
• Workflow History : State is any ( select the workflow state)
• Workflow History : Date Exited State is empty

RESULT

Select the necessary fields to show in the report

• Date         
• *         
• Period         
• Type         
• Document Number         
• Name         
• Workflow History : Current State Name         
• Status         
• Next Approver : Name         
• Next Approver(c) (Custom Body)         
• Approval Status         
• Account         
• Memo         
• Amount

Audience: select the role.

click save and run.