Solution
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Search Type: Select Transaction
3. Click Criteria
4. Filters:
◦ Select Account
a. Account: Select Account
b. Click Set
◦ Select Date
c. Date: Select Within
d. From: Select Date
e. To: Select Date
f. Click Set
◦ Select Posting
g. Posting: Select Yes
h. Click Set
5. Click Results
6. Click Columns
7. Fields:
8. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. You may also add other Result fields as necessary.
9.
◦ Select Date
◦ Select Type
◦ Select Posting Period
◦ Select Document Number
◦ Select Memo
◦ Select Account
◦ Select Amount (Debit)
◦ Select Amount (Credit)
10. Search Title: Enter Title
11.
12. Click Save & Run