Saved Search to Show Chart of Accounts Existing as of Specified Date

Navigate to Lists > Search > Saved Searches > New

Click Account

Change the Search Title

In Criteria tab, include the following:

System Notes : Type = Create (Do this by selecting System Notes Fields …, then in the pop-up select Type, then select Create and click Set)

System Notes : Record Type = Account (Do this by selecting System Notes Fields …, then in the pop-up select Record Type, then type Account and click Set)

In Results tab, you may include the following:

Name

System Notes : Date (set Custom Label to “Date “)

In Available Filters tab, add the following:

System Notes : Date (Mark Show in Filter Region as Yes)

Click Save & Run

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