Client account balances operational report
The
operational report displays clients' account balances.Location:
.The viewer window opens using the filter steps:
, and .It also can be opened using the directory context menu.
command of theThe window contains the header
and a data grid displaying account balances for the selected clients. The header contains the icon.
The viewer window contains a panel with filter parameters and a panel displaying a list of account balances that match the selected filter parameters.
Data grid columns:
-
Account type — type of the client account.
-
Client — name of the client.
-
Total — sum of money on the client's account.
-
Client group — name of the client group.
The operational report context menu contains the following commands:
-
Account operations — open the list of account operations,
-
bills for guest tabs of the selected clients,
— open the list of -
and the commands in the
submenu.