how to sort a financial report to recently approved?

AI generated answer (using internal Slack threads):

To sort a financial report by recently approved transactions, you can use a combination of criteria and results in a saved search. The key is to use the system notes join and look for the change from 'Pending Approval' to 'Approved for Posting'. The 'set by' field would be the person who approved it at the final stage. Here are the formulas you can use: 1. To get the date when it was approved:

CASE WHEN {systemnotes.field} = 'Document Status' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.date}, 'MM/DD/YYYY HH:MI:SS') END

2. To get the name of the person who approved it:

CASE WHEN {systemnotes.field} = 'Document Status' AND {systemnotes.newvalue} = 'Approved for Posting' THEN TO_CHAR({systemnotes.name}) END

3. To get the most recent 'Set By' field through system notes:

max(to_char(substr({systemnotes.name},1,4000)))keep(dense_rank last order by{systemnotes.date})

4. To include any further edit:

TO_CHAR({systemnotes.date}, 'MM/DD/YYYY HH:MI:SS')

Remember to remove the highlighted line in the formulas to get the desired results. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******