How to run the Customer Balance History Report

Created by David Joyce, Modified on Wed, 29 Mar, 2023 at 12:25 PM by David Joyce

Creation Date: March 29, 2023

Created By: David Joyce

1. Log into your Account

2. Click on Analytics

Click on Analytics

3. Type "balance"

Type "balance"

4. Click on Run on the Balance History report

Click on Run

5. Click on Balance up to textbox and enter the date up to

Click on ctl00$ContentPlaceHolder1$rptBalanceHistory$txtStartDate

6. Click Refresh

Click on ctl00$ContentPlaceHolder1$rptBalanceHistory$btnFilter