saved search that gives the account balance by source

AI generated answer (using internal Slack threads):

To create a saved search that gives the account balance by source, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create. In this case, you might want to select 'Transaction'. 3. In the Criteria subtab, you can set the following filters: - Account Type: Various Balance Sheet Items – Bank, Current Assets, etc. - Posting: True - Period: Last 18 months (or any other period you're interested in) 4. In the Results subtab, you can add the following fields: - Account Number - Account Name - Period - Amount 5. To avoid duplicate rows for each GL account, you can use a summary search and group by account number and period. This can be done in the Summary subtab. For highlighting orders with less than $5 balance, you can use the Highlighting subtab under the Summary tab. You can set a condition where 'Amount' is less than 5. This will highlight all the rows where the balance is less than $5. Please note that the exact fields and criteria might vary depending on your specific NetSuite setup and the data you have. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******