Account Balance Report – Bright Stores

This article walks through running the Account Balance Report, which allows you to gather information on user account balances.

Article Sections

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

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

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

Click the Export Report button and wait for the notification "Account Balance Report export is ready".
Click the bell icon to view all notifications.
In the list of notification, the top one is the most recent. Click the notification that says "Account Balance export is ready ".
A csv file will be downloaded to your browser. Click the file from here or find it in your download folder.

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.