I was thinking of asking to be a part of the beta but, then again, I still haven't mastered the current product. Can I ask what your job title is? Are you a NS Admin or Developer? What I need is a saved search that will include a list of invoices for a (big!) brand with the payment application dates and details joined in. What makes it more complex is that I need to drill down just one more level to join the prepayment number. This would give me my ideal report. A row would look like: Eleni's Brand | Invoice No | Invoice Amount | Invoice Date | Date Paid | Payment Method (Deposit Application) | Prepayment Number