Hi everyone, I have a question. Can we create a saved search that shows the customer, their opening balance, debit, credit, and closing balance for a particular date range? Any help would be greatly appreciated.

Yes but the date range would have to be “hardcoded” as part of the criteria of the search. You couldn’t make it dynamic based on the date range selected in the filter So you could do a search of customer balances last month or last year. But it wouldn’t allow people to dynamically change the date range.