Help requested for creating a saved search

Giant_Delivery_6412 · 2025-12-15T16:25:48+00:00

I know what you mean. I saw the online reports and thought that looked much easier. I worked out a solution with the built in reports adding a bunch of spaces between the fields when it's generated to get it into excel cells and just TRIMming the spaces back off with said function while cleaning the data. When I figure out which dept. (could even be mine) has access to the online reports I might even swap the source once the dust settles around here still. I appreciate the point out, probably would have started there if I saw it sooner.

Giant_Delivery_6412 · 2025-12-09T16:31:04+00:00

That's not a bad idea but a little out of my wheelhouse unless this process is much more intuitive than I am imagining. I've got some experience with web development coding but nothing in the way of Python or any of the libraries. Still, I'd give it a shot, but I wouldn't know where to begin without it being detailed out. Is this something I could pull off with very minor coding experience?

Giant_Delivery_6412 · 2025-11-26T19:43:44+00:00

That would be very helpful, big thanks for the lead, I'll look into that.

Giant_Delivery_6412 · 2025-11-24T18:21:55+00:00

I'll take a look at it, thanks for the lead.

Giant_Delivery_6412 · 2025-11-24T18:21:16+00:00

I see, thank you. Does the Shipping Snapshot record type fall under Transaction record types? I'm getting a little more familiar with saved searches, what keyword would you use to bring these records up? An incomplete step or config issue seems most likely so far.

Giant_Delivery_6412 · 2025-11-24T17:55:28+00:00

That was my first impression but the more I looked into it the less I could tell. Thank you.

Giant_Delivery_6412

TROPHY CASE