How to get an account value at a certain date


I’m trying to setup a Saved Search that will allow me to pull the average value of a certain month for our inventory.


For example, looking at the last 3 months, it should display the average stock value.  The issue is not calculating the average, but getting the account value, day by day.


I can’t seem to figure out how to set up the report,  I’ve tried using the account saved search, but it only gives me the current value of that account, not on a specific date.


Any input is greatly appreciated!

Rookie Asked on March 4, 2020 in Saved Searches.
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2 Answer(s)

You would need to create a saved search that looks at the transactions that brought in inventory, and average those. The account itself cannot be queried for this info – you must compute it yourself from the raw transaction data.

Advanced Answered on March 9, 2020.
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Hi Oliver,

thanks for the answer – I did not have sufficient permissions which wasn’t clear. Once that was sorted I got the right results.


Thanks! 🙂

Rookie Answered on March 10, 2020.
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