Hi everyone. Is there a way to create a saved search on two different record types ? I would like to compare Cases to Transaction history to calculate a relative failure rate (number of cases compared to products delivered)

you can source a related record using the join fields... are you wanting a saved search on 2 unrelated records?

Hello, I was trying to compare cases and item fulfillments. I think I’ll take the Customer as a central point for comparisons. Thanks