Scenario
Create a Saved Search that will show the balances of Accounts found on the Balance Sheet.
Solution
1. Navigate to Lists > Search > Saved Searches > New
- Search Type: Transaction
2. On Criteria Tab > Standard > Filter > Add the following fields:
- Posting = Yes
- Account Type = Any of: (Select all your Balance Sheet Accounts)
- Date = (Select the period covered by the report if necessary)
3. On Results > Column > Update the Summary Type of the following fields:
- Account | Group
- Amount | Sum
- Account Type | Group
4. Mark Show Totals Check box
5. Update the Search Title
6. Click Save & Run