Forum Discussion

naomiacute's avatar
naomiacute
Experienced User
3 years ago

Customer Account Limit vs Customer Account Balance report

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's avatar
    Tracey_H
    3 years ago

    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.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    3 years ago

    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.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • naomiacute's avatar
      naomiacute
      Experienced User
      3 years ago

      This gives me one customer per page, is there any way of allowing multiple records per page?

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        3 years ago

        Hi naomiacute 

         

        As that it is a detail report it will display one contact per page, as such, it's not possible to display multiple contacts on one page.

         

        Please let me know if you need further help.

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