Publish on the Dashboard a Saved Search of Sales Orders Fulfilled and Pending Billing

List of Sales Orders with Fulfilled and Pending Billing status and be published to Dashboard.

1. Create Saved Search
   1. Navigate to Reports > Saved Search > All Saved Search > New
   2. Click Transaction
   3. Search Title: Enter Title
      Example: Sales Order with Fulfilled and Pending Billing Status
   4. Click Criteria
   5. Click Standard
   6. Filter:
      Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
      1. Select Type
         1. Type: Select Any of Sales Order
         2. Click Set
      2. Select Status
         1. Status: Select Any of Sales Order: Partially Fulfilled, Sales Order: Pending Billing/Partially Fulfilled, Sales Order: Pending Billing
         2. Click Set
      3. Select Main Line
         1. Main Line: Select Yes
         2. Click Set
   7. Click Result
   8. Click Column
   9. Field:
      Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
      • Select Date
      • Select Type
      • Select Document Number
      • Select Name
      • Select Amount
      • Select Status
   10. Click Save & Run
2. Publish Saved Search in Dashboard
   1. Navigate to Home > Dashboard
   2. Click Personalized
   3. Expand Standard Content
      1. Click Custom Search
         1. On Custom Search Portlet
         2. Click Ellipsis 
         3. Select Set Up
            1. Custom Search:
               1. Search: Add saved search created above
               2. Click Save