Saving the transactional data search criteria

You can define the search criteria for the transactional data and save the search.

To search the transactional data:

  1. Select Process > Cycle Periods.
  2. Select a cycle period.
  3. On the Scenario tab, select a scenario.
  4. On the Scenario page, click Transactional Data to view the related records.
  5. Specify the search criteria and click Search.
  6. To save the search, click Save.
  7. In the Save Search window, specify this information:
    Name

    Specify the name of the search or select an existing name to update the search.

    Owner

    The owner of the search.

    Public

    If this check box is selected, the search criteria is available for all the users.

  8. Click OK. The saved search will be added to the Recent list.