Customer Account Limit vs Customer Account Balance report

naomiacute

I need a report that I can run regularly to show me what the customer account balance vs the limit is, in one report, so that I can manage accounts that are approaching their limit. 

 

Is there a way of doing this? 

Tracey_H

Hi @naomiacute 

 

Thanks for your post. The Card List detail report shows both of fields. You can filter the fields that will appear in a report by clicking on Insert/Modify>>Show Hide:

 

 

 

You can also save your settings as a custom report.

 

Customising reports

Saving and editing custom reports

 

Please let me know if you need further help.

 

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