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Transaction Saved Search: How to show cumulative balances by period?

edited Jun 2, 2025 2:42PM in Ask A Guru 6 comments

Hi,

Been doing a lot of digging to get a complete answer but with no luck. Hoping might get some success here.

Looking to find an answer to creating a transaction saved search to show the cumulative balance for period ends.

Any ideas at all?

The purpose of the saved search is to get the results of said saved search, displaying by period, in a KPI Scorecard.

Thanks in advance,

Ryan

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