Saved Search

Last updated: August 8, 2025

Creating a Saved Search

Build a saved search powered by all transaction data in your GL in just a few clicks!

  1. From the homepage, click into Saved Search

  2. Click New Report in the top right

  3. Build a Query in the Report Definition section to identify the transactions you'd like to include in the Report

    1. Queries let you quickly select among all the metadata coming from your GL and build logical expressions to further refine what you're looking for!

  4. Click Run

  5. You're now seeing all transactions that match your Query! From here, you can click the Pivot button to add unlimited levels of custom pivoting to refine your report

    1. Click on any cell when pivoted to view a drill-down!

  6. Enter a name for your Report in the top bar and click Save

Example Reports

  • Revenue Accounts by Customer: Supports analysis of specific revenue accounts to identify key drivers and changes over time

  • Expense Accounts by Vendor: Supports analysis of a specific expense account (or accounts) by vendor to identify trends or potential missing accruals (e.g., marketing expense, software expense, legal expense)

  • Compensation by Department Review of compensation-related accounts by department to perform additional evaluations and sense checks on changes when compared to external sources such as changes in headcount