This report allows you to view the family account balances as at the date you build it from. The PDF Balance at Date Report also displays the overall balance of credit, balance of debit and total balance for all accounts within the report.
TABLE OF CONTENTS
Building the report
To locate the report select Analytics from the main menu, then select Exports from the drop down options.
Select Run report on the finance report Balance at date
Select the Centre/s and the Date range for the balances you want to see, and choose to build the report as an Excel report or PDF report. You can also filter by Active and Inactive account status. Once you have completed all mandatory fields, select Generate Report.
Modify the report
If you have selected the report formal of Excel, this will then build as an excel spreadsheet. You can format the Excel report to utilise this for various information. Each heading will then have a dropdown that you can filter them by.
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