Jericho Kyle Tamayo
03/23/2026, 1:25 AMCeligo AI
03/23/2026, 1:25 AMAI generated answer (using internal Slack threads):To get the related records in line level using Report builder, you need to create a saved search for the related records line level details for the transaction record. Here are the steps: 1. Navigate to Saved Searches > Transaction. 2. Set the Criteria to Main Line = F. 3. In the Results section, you may need to try a combination of fields to get the desired outcome. Some of the fields you can try are: Created From Fields, Applying Transaction Fields, Applied To Transaction Fields. Remember, if you are joining values from related tables, it might multiply the number of lines. In such cases, you need to identify the field that generates multiple lines and build the correct filtering based on that. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/23/2026, 1:26 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811401427
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808471739
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806701779
Celigo AI
03/23/2026, 1:26 AM