I want to see my bank balances on my dashboard. Best way to achieve this?

AI generated answer (using internal Slack threads):

To see your bank balances on your dashboard, you can create a custom search that pulls the balance of your bank accounts and then add that search to your dashboard. Here are the steps: 1. Go to

Reports > New Search

. 2. Select

Account

as the record type. 3. In the

Criteria

tab, add a filter for

Type

and set it to

Bank

. 4. In the

Results

tab, add

Name

and

Balance

as the columns. 5. Save and run the search. Now, to add this search to your dashboard: 1. Go to your dashboard and click on

Personalize

. 2. In the

Standard Content

tab, find

Saved Searches

and click

Add

. 3. In the new

Saved Searches

portlet, click

Set Up

. 4. Select the saved search you just created and click

Save

. Now, you should be able to see your bank balances on your dashboard. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******