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September 2022
September 2022
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?
Solved! Go to Solution.
September 2022
September 2022
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.
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
Previously @bungy15
MYOB Community Support
Online Help| Forum Search| my.MYOB| Download Page
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September 2022
September 2022
This gives me one customer per page, is there any way of allowing multiple records per page?
September 2022
September 2022
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
Previously @bungy15
MYOB Community Support
Online Help| Forum Search| my.MYOB| Download Page
Did my answer help?
Mark it as a SolutionHelpful? Leave a to tell others
September 2022
September 2022
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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