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Customer Account Limit vs Customer Account Balance report

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naomiacute
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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? 

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Tracey_H
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Re: Customer Account Limit vs Customer Account Balance report

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:

 

image.png

 

 

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.

Cheers,
Tracey
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naomiacute
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Re: Customer Account Limit vs Customer Account Balance report

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

Tracey_H
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Re: Customer Account Limit vs Customer Account Balance report

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.

Cheers,
Tracey
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naomiacute
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Re: Customer Account Limit vs Customer Account Balance report

Is there a different report that will show all of my customers limits and balance on one page? 


@Tracey_H wrote:

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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