Complete blueprints for common saved search patterns. Use these as starting points for your own searches.
Show open invoices grouped by aging buckets (Current, 1-30, 31-60, 61-90, 90+).
| Search Type | Transaction |
|---|---|
| Criteria | Type = Invoice, Status = Open, Main Line = True |
| Results | Customer, Invoice #, Date, Due Date, Amount, Days Overdue (formula) |
Aging Formula (1-30 bucket):
Items where quantity on hand is at or below reorder point.
| Search Type | Item |
|---|---|
| Criteria | Is Inactive = False, Type any of: Inventory, Assembly |
| Formula Criteria | {quantityonhand} <= {reorderpoint} |
| Results | Item Name, Location, Qty On Hand, Reorder Point, Preferred Vendor |
Tasks assigned to logged-in user that aren't completed.
| Search Type | Task |
|---|---|
| Criteria | Assigned = Mine, Status none of: Complete |
| Results | Title, Due Date, Priority, Related Company, Status |
| Sort | Due Date (ascending) |
Total sales per customer for current fiscal year.
| Search Type | Transaction |
|---|---|
| Criteria | Type any of: Invoice, Cash Sale; Main Line = True; Date = This Fiscal Year |
| Results | Customer (Group), Amount (Sum), Transaction Count (Count) |
| Sort | Amount Sum (descending) |
Total value of open purchase orders (for KPI portlet).
| Search Type | Transaction |
|---|---|
| Criteria | Type = Purchase Order, Status = Open, Main Line = True |
| Results | Amount (Summary Type = Sum) |
| Available Filter | Date (required for KPIs) |
Color-code quotes by days until expiration.
| Search Type | Transaction (Estimate) |
|---|---|
| Criteria | Type = Estimate, Status = Open |
| Highlighting | Days Until Expire < 7 → Red background Days Until Expire < 14 → Yellow background Days Until Expire >= 14 → Green text |
Notify sales team when new customers are created.
| Search Type | Customer |
|---|---|
| Criteria | Date Created = Today |
| Email Trigger | Send When Records Created |
| Recipients | Sales Manager (Specific) |
| Subject | New Customer: {companyname} |
Pivot table showing sales amount by region and month.
| Dataset Type | Transaction |
|---|---|
| Dataset Fields | Date, Ship State, Amount |
| Dataset Criteria | Type = Invoice, Main Line = False |
| Pivot Rows | Ship State |
| Pivot Columns | Date (grouped by Month) |
| Pivot Values | Amount (Sum) |