Scenario: User needs to create a saved search with period filter with From and To dates since it is not available in Opportunity serach.
Solution:
- Navigate to Reports > Saved Searches > All Saved Searches > New.
- Transaction
- Change Search Title
- Under Criteria tab, the following must be set:
- Type: Opportunity
- On the Results tab: Add the following Fields.
- Brand
- Location
- Internal ID
- On the Available Filters tab > Filter, add Accounting Period Fileds: Start Date
- Mark the Show In Filter Region box
- Add a Label
- Click Save & Run