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How to create a Saved Search containing Bank Balance from Match Bank Data page?

edited Jun 2, 2025 2:34PM in Ask A Guru 3 comments

Is it possible to pull a report of the daily bank balances from the Match Bank Data Bank Balance field? I am referring to the field below.

I understand that you can add the Bank Reconciliation Summary Portlet to your dashboard, but this only shows you today's balance. I would like to pull a report that shows you the balance yesterday or the week before with the balance directly from the bank. Thanks!

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