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How do you get Retained Earnings value in a saved search?

edited Jun 2, 2025 2:28PM in Ask A Guru 4 comments

Has anyone tried to successfully get Retained Earnings value in a saved search? I am trying to rebuild Trial Balance data/information via saved searches so they can be automatically extracted/generated by script or web services then sent to Oracle system.

I filed a support case but was advised that Financial reports cannot be scripted/touched by web services so my option is to rebuild the reports via saved searches.

I created two saved searches to get Balance Sheet and Income Statement accounts. I am able to get the rest of the values except for Retained Earnings. We need these searches/reports per subsidiary so I do not have to worry about CTA.

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