Defining a COA Active Saved Search

To use a custom saved search for COA report generation, define a COA active saved search.

Before you begin this procedure, complete Creating a Custom Saved Search for COA.

Watch the following help video for information about customizing a COA template:

Go to Customization > Lists, Records, & Fields > Record Types.
In the COA Active Saved Search row, click New Record.
From the COA Report Saved Search list, select your custom saved search.
To mark this saved search as active, check the Active Saved Search box.

Note:
You must check this box to use the custom saved search for COA report generation.
Click Save.

Next, complete the procedure in Creating a Custom COA Template.