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Custom KPI for Account Balances

edited Dec 2, 2019 2:00PM in Account Administration 6 comments

   I have seen quite a few discussions on this subject but have not yet seen a suitable solution. The standard bank balance KPI doesn't work on the scorecard for us as we have multiple accounts and it doesn't split these. So I want to create custom KPIs for each of our bank accounts.

However I can only seem to get the total transaction values to show rather than the balance at the end of each period. The search I am using is simply -

Criteria:

Account = xxx

Results:

Amount = Sum

Available Filters:

Date

Any help is greatly appreciated. Thank you

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