Report Accounts with Credit Balances

Use this routine to print a list of accounts with credit balances. The report sorts by store and prints store totals and, if Regional Processing is active on your system, district totals. Once the report criteria have been selected, click Run to produce the report.

DistrictEnter one or more districts to which you want to restrict the output of this report. If you click on the Arrow, a list of districts appears from which you can choose.  If you click on the Action button, the Multiple Region Selection screen appears which you can use to select one or more districts.

This field is active only if Regional Processing is active on your system.

LocationEnter one or more districts to which you want to restrict the output of this report. If you click on the Arrow, a list of locations appears from which you can choose.  If you click on the Action button, the Multiple Location Selection screen appears which you can use to select one or more districts.

Report Type

Report Column Headings

• Customer Number

• Account Name

• Work Phone

• Home Phone

• Total Balance

• Store (Number and Description)

• Store Total

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.