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Transaction Saved Search > Ending Per Month > Dashboard

edited Nov 8, 2021 5:36PM in Ask A Guru 10 comments

Hi,

Does anyone know if it is possible to do a saved search that shows the balance of an account and that this same search can be used as a custom KPI in the dashboard potlet?

I am doing a saved search of type "Transaction" which I want to put in the dashboard portlet, this portlet has the date ranges of January, February, March until September, what I am looking for is that when I put this search in my portlet It showed me the account balance for the month of January, the balance for the month of February, etc., but when I add it, it only shows me the movements of each month.

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