Join Slack
Powered by
Does anyone knows how to bring those dates(from SO...
# accounting
i
Idan Ronen
01/15/2025, 3:53 PM
Does anyone knows how to bring those dates(from SO) to a saved search report?
s
Shaikh Abrar
01/15/2025, 5:36 PM
You will have to create a workbook analytics for that. I dont think saved search gives billing schedule fields level information
k
Karina
01/15/2025, 7:20 PM
agree, saved search does not access to this data
i
Idan Ronen
01/16/2025, 7:34 AM
Thank you, that's what I thought. Is there a brief guide on how to find it in Workbook Analytics? Transaction details maybe?
s
Shaikh Abrar
01/17/2025, 3:51 AM
Go to analytics > Data set > Transaction > Add the Transaction line of billing schedule > Estimated date (Add it as a column)
🙏 1
2
Views
Open in Slack
Previous
Next