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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Custom KPI for Account Balances
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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