Accounts with Credit Balance Report

This monthly report displays accounts with a credit balance for the selected month.

Platform: Credit on Credit

Frequency: Monthly Report
 

How to Access:

1. Select Search All Your Dynamic Reports.
2. In the Filter by Report Category field, type in "Operational Reporting."
3. Click on Accounts with Credit Balance Report.
4. Click on Run Report.
5. Select required fields:

• Report month
• Credit balance period

      6. Click on View Report.