Hey all, I am trying to integrate a saved search into an Advanced PDF template. The saved search is an aging of the customer and is intended to be at the bottom of the invoice. The code I have so far is as follows but how would I actually link it to pull results from the saved search? I also posted this on the forum, I hope its ok to put both places!

<table>
<thead>
	<tr>
	<th>${result.entity@label}</th>
	<th>Current Balance</th>
	<th>30 Days</th>
	<th>60 Days</th>
	<th>90 Days</th>
	<th>> 90 Days</th>
	<th>Total&nbsp;Balance</th>
	</tr>
	<tr>
	<td>${result.entity}</td>
	<td>${result.formulacurrency}</td>
	<td>${result.formulacurrency_1}</td>
	<td>${result.formulacurrency_2}</td>
	<td>${result.formulacurrency_3}</td>
	<td>${result.formulacurrency_4}</td>
	<td>${result.formulacurrency_5}</td>
	</tr>
</thead>

Try creating a separate saved search for each age bracket, and then create custom entity fields that source from those searches. Hopefully, you will be able to access those on the invoice template. I know I was able to do this on statements

Thanks for the reply! I did try that, but for some reason I cant figure out, the saved search is not coming up under the "search" drop down under the Validation & Defaulting subtab when I try to make a custom Transaction Body Field. It is driving me crazy haha