Customer Account Limit vs Customer Account Balance report

Question

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 · Accepted Answer

Hi&nbsp;naomiacute&nbsp;
&nbsp;
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&gt;&gt;Show Hide:
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You can also save your settings as a custom report.
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Customising reports
Saving and editing custom reports
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Please let me know if you need further help.
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If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

naomiacute · Answer

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

tracey_h · Answer

Hi&nbsp;naomiacute&nbsp;
&nbsp;
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.
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Please let me know if you need further help.

naomiacute · Answer

Is there a different report that will show all of my customers limits and balance on one page?&nbsp;Tracey_H&nbsp;wrote:Hi&nbsp;naomiacute&nbsp;&nbsp;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.&nbsp;Please let me know if you need further help.&nbsp;

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Customer Account Limit vs Customer Account Balance report

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