Jschmidt
04/06/2026, 1:54 PMCeligo AI
04/06/2026, 1:54 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that automating current saved searches to add the new month at the end of each current month is possible, but it might require some scripting or workaround. One way to achieve this is to schedule the saved search to run on the first day of each month. This is essentially the end of the last month, and it's quite certain that no transactions will be entered during that time window. However, this method might not work if you need to capture the sales order amount as of that day. Another method is to schedule the saved search to email every day, then use a formula criteria to only show results on the days of the month that you want to send an email on. For example, you can use a formula like
WHEN {today} = LAST_DAY({today}) THEN ... to send the email on the last day of the month. If you need the search also accessible via the UI, then you should create a private copy just for doing the scheduled emails, as there won't be results on the other days.
Alternatively, you can add the period as a selection filter on the output and users just run it as it, select the time period needed from the filter, and then export it for use. This method might require training the users on filters, but it's a lot easier than multiple users editing saved searches.
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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
04/06/2026, 1:54 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851745665
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825561523
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820373535
Celigo AI
04/06/2026, 1:54 PM