how can i create a criteria in saved search that only looks at transactions posted on the first seven days of the current month?

AI generated answer (using internal Slack threads):

To create a criteria in a saved search that only looks at transactions posted on the first seven days of the current month, you can use a Formula (Date) filter in your saved search. Here is how you can do it: 1. Navigate to your saved search and click on the 'Criteria' tab. 2. Click on 'Add a New Filter'. 3. In the 'Field' dropdown, select 'Formula (Date)'. 4. In the 'Formula' field, enter the following formula:

CASE WHEN TO_CHAR({datecreated}, 'DD') BETWEEN '01' AND '07' AND TO_CHAR({datecreated}, 'MM') = TO_CHAR(SYSDATE, 'MM') THEN 1 ELSE 0 END

5. In the 'Numeric Value...' field, enter '1'. 6. Click 'Set' to add the filter. This formula checks if the day of the transaction (

{datecreated}

) is between the 1st and the 7th, and if the month of the transaction is the current month. If both conditions are met, it returns 1, otherwise it returns 0. The filter then only includes transactions where the formula returns 1, i.e., transactions posted on the first seven days of the current month. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******