Discussions
Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Get ready to take on exciting new challenges and become the next SuiteMaster of the Month!
Join the largest gathering of the NetSuite Community at SuiteWorld in Las Vegas, September 9-12! Discover cutting-edge innovations, attend insightful sessions, network with industry leaders, and elevate your business to new heights. Register here!
Transaction Saved Search > Ending Per Month > Dashboard
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.
Tagged:
0