Using a saved search, how can I bring in the items and there fields from a sales order?

AI generated answer (using internal Slack threads):

To bring in the items and their fields from a sales order using a saved search, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. Set the criteria to Type = Sales Order. This will ensure that the search only returns Sales Orders. 4. To bring in the line items, you will need to add a criteria for Main Line = False. This will return one result per line item on each of your Sales Orders. 5. To bring in specific fields from the line items, you can add them in the Results tab. For example, if you want to bring in the item name and quantity, you can add Item : Name and Quantity to the Results tab. 6. If you want to filter out certain lines such as shipping and COGS, you can add criteria for Shipping Line = False and COGS Line = False. 7. If you want to limit the search to Sales Orders that were created within a certain time frame, you can add a criteria for Date. For example, to only return Sales Orders from the last six months, you can set the Date criteria to "On or after" then choose (Relative) then choose 6 months ago. Remember to save your search once you have set up all the criteria and results that you need. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******