Account Credits Report


This Account Credits Report shows any account with existing internal account credit up to a specified date. This report shows the following data (if you have edited the terminology for these fields, the same data fields will display with your customized terminology): first name, last name, street address, city, state, postal code, primary phone, available credit and email address.

Clicking on the name for each line item that takes you directly to the account on that line.

All of the variables in the report can be grouped. Simply drag the header of the column you wish to group by to the header area that says Drag a column header here to group by that column and you will see the data grouped by that variable.

The variables in the columns can be collected with the symbol at the top of each column. Select the symbol that you want to use and type the variable that you want to see based on that symbol.

This report can be exported as an Excel spreadsheet and as a PDF.

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