Account Balance Report

This article walks through running the Account Balance Report, which allows you to gather information on user account balances. You can also use the account balance report to gauge activity on an account balance used between a specific span of time. For example, if you need to see users who users their balances after a Q1 account balance reset, you can apply date filtering to see the total balances reset/increased, and decreased by placing orders during a period of time. This can also be used on conjunction with the custom report to then isolate specific orders that had account balance as a method of payment.

Article Sections

• Filter Account Balance Report Results
• Export Account Balance Report
• Account Balance Report Columns
• Related Articles

Filter Account Balance Report Results

Start by using the filter feature to display the result you require.

1. Access the Reports page.
2. Click into the Account Balance section.
3. Click the "Filters" option to expand selection options. This report can be filtered by Date Placed, and User Group.
4. Use the Search box to further filter results, by specific data such as username.
5. Click "Run Search" to search on the filtered options.
6. Click "Make Default" to save these filtering options for next time.
7. Click "Reset" to clear all filtering options.

Export Account Balance Report

Report results can be exported to a csv file, which can be used in your spreadsheet program.

Step 1: To export the Account balance Report, navigate into Account Balance under Reports. 

Step 2: Next, click "Export Report" at the top right.

Step 3: You will see a blue banner appear indicating the file export is being prepared

Step 4: Then a green banner appears for to you to click on to download the file.

Step 5: You can also click into the "Notifications" icon (bell) at the top to download the file.

Account Balance Report Columns

• Username - The user name for this record.
• First Name - The first name for this user.
• Last Name - The last name for this user.
• Groups - The group(s) this user is assigned to.
• Starting Balance - The beginning account balance for this user, for the date range selected.
• Balance Increase - The amount this user's account balance increased over the date range selected.
• Balance Decrease - The amount this user's account balance decreased over the date range selected.
• Net Difference - The difference between the Balance Increase and Balance Decrease over the date range selected.
• Balance - This user's current account balance.

Related Articles

• Account Balance Adjustments
• Mass Upload New User Accounts
• Mass Update Existing User Accounts