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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3954563 Newbie

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  • My issue is trying to show the balances vs. the activity for balance sheet accounts. I've done it with limited success adding a custom date field that is not populated and adding that to the available filters per another post I saw in the user group forum and displaying in the KPI portlet (doesn't work for a scorecard…
    in Balance Sheet KPIs on Dashboard Portlets Comment by 3954563 Oct 11, 2012 1:17PM
  • Seems like that could be done through the financial report builder fairly easily - just add a financial row for each of the account ranges in your balance sheets (you'll need more than one as the signs will need to be reversed on some probably).
    in Saved Search - Balance Sheet Account Balance Comment by 3954563 Oct 5, 2012 4:47PM
  • This worked for the KPI portlet - any way to do something similar to pull in balances on a scorecard (it didn't work for that)? The predefined bank balance works, but haven't found a way to bring in other balance sheet balances as of a given period on the scorecard.
    in Saved Search - Balance Sheet Account Balance Comment by 3954563 Oct 5, 2012 11:16AM