how can i get total unallocated balance in a netsuite kpi that respects the period, e.g if it was unallocated 3 months ago and i run a report 3 months ago it shows up

AI generated answer (using internal Slack threads):

To get the total unallocated balance in a NetSuite KPI that respects the period, you would need to create a custom saved search that calculates the unallocated balance for each period and then use this saved search in your KPI. Here are the steps to create the saved search: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the appropriate record type. In this case, you might want to select 'Transaction'. 3. In the Criteria subtab, set the following filters: - Type = Invoice - Status = Open - Date = within the desired period 4. In the Results subtab, add the following fields: - Name (Group) - Amount (Sum) - Amount Paid (Sum) 5. In the Summary subtab, add a formula field with the formula

Sum(Amount) - Sum(Amount Paid)

to calculate the unallocated balance. 6. Save the search. Once you have the saved search, you can add it to your KPI dashboard: 1. Navigate to Analytics > KPI Scorecards > New. 2. In the KPIs subtab, click 'Add KPI' and select the saved search you just created. 3. Save the scorecard. Now, when you view the KPI scorecard, it will display the total unallocated balance for the period specified in the saved search. If you want to view the unallocated balance for a different period, you would need to modify the date filter in the saved search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******