Is there a way to take a report and turn it in to a search? I would like to take our AR Aging report and make it a search so we can edit the customer notes field we have created from there. Thanks

Someone has to look at the report criteria and rebuild the criteria in a saved search. There is no "convert" button or process to flip a report to a saved search. You can make some reports a snap shot which you can pull into a dashboard but no steps to auto convert to a saved search

Thanks Boris, was hoping for a quick way haha. I will work on rebuilding.. thank you.

Yea sorry I dont have better news for you but it shouldn't be too difficult. Good luck!

I asked it before here and I was told that it may not be possible to completely replicate it on a saved search. Specifically, the function that allows you to run the aging as of a specific past date (snapshot of a past period) because the saved search takes into consideration the status of the transactions as of the time you run the saved search. If it's even possible, then I was told it'll be very very complicated. Anyway, the workaround is to save or send via schedule a version of the saved search results as of 12:01 of the first day of the month or whatever date you prefer to preserve a snapshot. It may not be 100% accurate if someone backdates an AR transaction in a prior period. I hope this has changed. I'm also very interested. There's so much more that we can do if it is a saved search instead of a report.