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TIP: Custom KPI for second bank account balance
Just thought this might be useful for the help doc, as an example....
The standard KPIs include the Bank Balance for one bank account only, so I wanted to add a custom KPI showing the bank balance for a second bank account. It "seemed" straight-forward at the time: create a saved search using a search type of 'Account', select the account number as the criteria and the balance as the results column.... until I remembered (and verified in the online help) that in order to have comparison ranges, you have to select Date on the Available Filters tab. Problem: for an account search, there is no Date field in the dropdown on the
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