Saved Search Tip: How to Filter Out a List of Specific Transactions

Save searches have emerged as a powerful tool to sift through high volumes of data and uncover relevant information. However, there are instances when you need to extract data for a specific subset of transactions, without the overload of excess information. In this article, we will explore ways to leverage unique identifiers, such as Transaction IDs or Internal IDs, to streamline your search and focus solely on data that matters to you most.

Here are 2 options you can use to filter out your save search:

Option A: Formula (Numeric) with INSTR

• • • Go to Criteria tab in your saved search 
    • Add a criteria “Formula (Numeric)”
      • • In the Formula field, type in INSTR(‘,trans#,trans#,trans#,’,’,’ || {transid} ||‘,’)
        • Replace "trans#" within the formula with the transaction number, i.e. the Invoice number or the PO number 
        • In the Formula (Numeric) field, select Greater Than
        • In the Value field, type "0"
        • Here is what the criteria should look like: 

• • • • • Result: this will provide the details for just the transactions you entered in the formula.

Option B: Formula (Numeric) with CASE, WHEN

• • • Go to Criteria tab of your saved search 
    • Add a criteria “Formula (Numeric)” 
      • • In the Formula box, type in CASE {internalid} WHEN Internalid# THEN 1 WHEN Internalid# THEN 1 [continue adding the WHEN,THEN for all internalid#] ELSE 0 END 
        • In the Formula (Numeric) field, select Equal To 
        • In the Value field, type "1" 
        • Here is what the criteria should look like:

• • • • • Result: this will provide the details for just the Internal IDs you entered in the formula.

If you have any saved search questions, feel free to contact us.  Consultants are ready to support your needs.  

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