Client account balances operational report

The Client account balances operational report displays clients' account balances.

Location: Transactions -> Account balances.

The viewer window opens using the filter steps: Select client account types, Select client groups and Select clients.

It also can be opened using the Account balances command of the Clients directory context menu.

The window contains the header Client account balances and a data grid displaying account balances for the selected clients. The header contains the icon.

Client account balances operational report viewer window

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:

The operational report context menu contains the following commands:

and the commands in the Additional functions submenu.