Client account balance reports

Who can do this: Team members with access to Reports
Where to find it: Apps › Reports › Client Account Balances

See credit held on client profiles and deposits added to it. These reports are in the Client Account Balances group.

Before you start

• Reports included: Client Account Balances, Client Account Balance Deposits.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
2. Expand the Client Account Balances group in the sidebar, or search for the report by name.
3. Select the report you want to open.

Result

The report opens with your business data.