create CSV from saved serach – knowledgebase JJ

Create a Sales Order Saved Search and Calculate Amount This Week, Same Week Last Year, This Month and Same Month Last Year

User needs to create a Sales Order search to compare amounts in multiple date range which includes this week, same week last year, this month, same month last year, this year to date and last year to date. Solution Navigate to Reports > Saved Searches > All Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Filter: Select Type Type: Select Sales Order Click Set… Continue reading Create a Sales Order Saved Search and Calculate Amount This Week, Same Week Last Year, This Month and Same Month Last Year

Create a CSV file using the saved search.

The following Sutelet script helps to download CSV files from a saved search dynamically. The CSV headings will be the name of each result column. Note: We can not get the formula field column name using this script.